【中信证券:人形机器人板块发展趋势确定 建议关注五条主线】中信证券研报认为,人形机器人板块发展趋势确定,2025年放量较为明确,有望迎来新一轮密集催化期;且泛AI应用的行情主线仍将延续,资本开支竞赛背景下,机器人或为最好的分支赛道;坚定看好板块后续机会,继续推荐。建议关注以下五条主线:1)特斯拉产业链;2)华为及川渝产业链;3)英伟达相关产业链;4)国内军用及特种机器人产业链;5)国内其他产业链相关及竞争格局较好的公司。

金融界
03 Mar
中信证券研报认为,人形机器人板块发展趋势确定,2025年放量较为明确,有望迎来新一轮密集催化期;且泛AI应用的行情主线仍将延续,资本开支竞赛背景下,机器人或为最好的分支赛道;坚定看好板块后续机会,继续推荐。建议关注以下五条主线:1)特斯拉产业链;2)华为及川渝产业链;3)英伟达相关产业链;4)国内军用及特种机器人产业链;5)国内其他产业链相关及竞争格局较好的公司。

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