作者:周源/华尔街见闻 在特斯拉Optimus人形机器人供应链中,除了明牌的拓普集团(做执行器电驱系统,包括直线和旋转类),还有就是三花智控,以及一个隐藏的“T链”行星滚柱丝杠产能国内第一的隐形上市公司。 目前,人形机器人,A股共有三条主线:特斯拉“T链”;华为链“H链”和宇树科技等多公司终端供应链,华尔街见闻就称之为“Y链”。 拓普集团和三花智控都是“T链”明牌(无限接近确认)。 这两家公司都是...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.