與英偉達合作的機器人標的,主因特斯拉人形機器人產業鏈進度預期改善、此外流動性問題緩解也為板塊反彈提供了條件。板塊反彈處於初始階段,2024年將是人形機器人快速發展的一年,AI巨頭點燃機器人技術創新之火、我們認為產業發展 |
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