金吾财讯 | 中信建投表示，人形机器人T链催化不断，持续看好板块行情。特斯拉预计下周开会讨论机器人产量，xAI发布Grok 4 Fast，马斯克增持约10亿美元特斯拉股票，T链相关催化不断，股价表现相对强势。特斯拉后续时隔两年第三代新品发布，前期量产波折后对于明年展望逐步清晰，利好板块β表现。同时国产链条预计下半年来自于资本运作、订单出货、场景落地等消息将不断催化，建议重视板块布局机会。该机构继续看好板块整体行情，推荐产业趋势更优、放量更快的传感器、灵巧手、垂类应用端、国产供应链条等环节。
金吾财讯 | 中信建投表示，人形机器人T链催化不断，持续看好板块行情。特斯拉预计下周开会讨论机器人产量，xAI发布Grok 4 Fast，马斯克增持约10亿美元特斯拉股票，T链相关催化不断，股价表现相对强势。特斯拉后续时隔两年第三代新品发布，前期量产波折后对于明年展望逐步清晰，利好板块β表现。同时国产链条预计下半年来自于资本运作、订单出货、场景落地等消息将不断催化，建议重视板块布局机会。该机构继续看好板块整体行情，推荐产业趋势更优、放量更快的传感器、灵巧手、垂类应用端、国产供应链条等环节。
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