中信建投:工程机械11月数据超预期 人形机器人中美产业共振

智通财经网
Dec 09

智通财经APP获悉,中信建投发布研报称,美国政府聚焦机器人领域发展,进一步提高美国机器人产业发展的战略高度,中美产业持续共振。11月工程机械数据超预期,基本面保持良好,看好跨年行情。固态电池设备方面,随着固态电池中期验收有望于年底前完成,技术方案将进一步收敛,确定性逐步增强,头部电池厂及整车厂有望于年底前开启新一轮订单招标。中信建投主要观点如下:人形机器人特朗普政府聚焦机器人领域发展,中美产业持续...

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