核心观点(1)人形机器人:特斯拉Optimus Gen3 Q1 发布在即,V3 量产规划明确,带动市场对于机器人板块保持期待,而特斯拉供应链也逐步进入去伪存真的验证期,底部建议聚焦优质环节,把握确定性与核心变化。(2)工程机械:12 月非挖内外销实现高增,继续看好26Q1 开门红。(3)半导体设备:景气度不断确立,看好2026 年板块行情。(4)固态电池设备:固态电池中期验收如期进行,技术方案...
Source Link核心观点(1)人形机器人:特斯拉Optimus Gen3 Q1 发布在即,V3 量产规划明确,带动市场对于机器人板块保持期待,而特斯拉供应链也逐步进入去伪存真的验证期,底部建议聚焦优质环节,把握确定性与核心变化。(2)工程机械:12 月非挖内外销实现高增,继续看好26Q1 开门红。(3)半导体设备:景气度不断确立,看好2026 年板块行情。(4)固态电池设备:固态电池中期验收如期进行,技术方案...
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