点击即可收听全部内容近期人形机器人板块再度迎来密集催化，行业加码、入局者明显增多，也带动板块加速上涨。我们认为，当前人形机器人处于量产前夕，板块处于主题投资阶段，市场预期较高。机器人供应链尚不确定，新的方案导入、新的零部件供应或带来新的投资机会。考虑到多款机器人新品即将发布、11月特斯拉股东大会召开等有望带来进一步催化。在当前较高的市场热度和充裕的流动性下，板块趋势或继续向上。国外方面，特斯拉...
Source Link点击即可收听全部内容近期人形机器人板块再度迎来密集催化，行业加码、入局者明显增多，也带动板块加速上涨。我们认为，当前人形机器人处于量产前夕，板块处于主题投资阶段，市场预期较高。机器人供应链尚不确定，新的方案导入、新的零部件供应或带来新的投资机会。考虑到多款机器人新品即将发布、11月特斯拉股东大会召开等有望带来进一步催化。在当前较高的市场热度和充裕的流动性下，板块趋势或继续向上。国外方面，特斯拉...
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