You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
華西證券:靈巧手是人形機器人落地關鍵,持續看好產業佈局領先企業
華西證券研報指出,靈巧手是人形機器人的落地關鍵,後續的更新迭代仍具備較高的技術難度,具備靈巧手本體設計、生產能力的廠商有望在產業鏈中具備較大的話語權,盈利能力或處於領先水平。此外,爲了提升靈巧手的功能性,關鍵零部件例如絲槓、減速器、電機、腱繩、觸覺傳感器等的應用需求也將增加,持續看好產業佈局領先的技術優勢企業。人形機器人的發展將爲零部件製造商提供新的應用市場,技術同源、具備領先優勢的相關企業有望受益。隨着後續產業鏈下單&定點,機器人廠商更新產品近況,預計相關產業催化不斷,重點看好各個產業鏈帶來的增量機遇。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account