核心观点:特斯拉Optimus产业化加速,Figure完成高估值融资,继续坚定看多机器人板块:本周板块延续强势上涨,特斯拉Optimus产业化加速,Figure完成高估值融资,板块进入持续催化验证期,我们继续坚定看多。当前Optimus三代样机发布及量产节奏指引积极,近期T链或将开启国内供应商交流考察,本周首个外部意向订单披露;市场整体流动性宽松下,看好机器人重回科技成长配置主线。特斯拉链仍是首选...
Source Link核心观点:特斯拉Optimus产业化加速,Figure完成高估值融资,继续坚定看多机器人板块:本周板块延续强势上涨,特斯拉Optimus产业化加速,Figure完成高估值融资,板块进入持续催化验证期,我们继续坚定看多。当前Optimus三代样机发布及量产节奏指引积极,近期T链或将开启国内供应商交流考察,本周首个外部意向订单披露;市场整体流动性宽松下,看好机器人重回科技成长配置主线。特斯拉链仍是首选...
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