主因特斯拉人形機器人產業鏈進度預期改善 、並建議關注人形機器人核心高確定性公司,此外流動性問題緩解也為板塊反彈提供了條件。具備估值安全墊的標的 ,業績預期較好、以及超跌及強概念股四條主線。機器人板塊 |
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