Today, Jensen Huang and the female stock god @aleabitoreddit both called out to the robotics sector! Highly consistent, it's quite interesting! 🧐

The entire A-share robot ETF skyrocketed by 6% today, as shown in Figure 2. Now is the right time to sneak into some American robotics companies tonight!

By the way, I recently threw the complete humanoid robot supply chain map released by Goldman Sachs to AI and looked at its recommendations and corresponding stock codes: 👇

1️⃣ Humanoid robot manufacturers:

$TSLA (Tesla)

$XPEV (Xpeng Motors)

BYD (002594)

Xiaomi Group (http://1810.HK)

UBTECH (http://9880.HK)

GAC Group (http://601238.SH)

Aston (http://002747.SZ)

2️⃣ Basic models:

$NVDA (Nvidia)

$GOOGL (Google)

$META (Meta)

$TSLA (Tesla)

iFLYTEK (http://002230.SZ)

3️⃣ GPU / CPU:

$NVDA (Nvidia)

$INTC (Intel)

4️⃣ Actuators and dexterous hands:

Harmonic Drive (6324.T)

Schaeffler (http://SHA0.DE)

Green Harmonics (http://688017.SH)

Sanhua Intelligent Control (http://002050.SZ)

Top Group (http://601689.SH)

Inovance Technology (http://300124.SZ)

Beite Technology (http://603009.SH)

Hengli Hydraulic (http://601100.SH)

Shuanglin Holdings (http://300100.SZ)

Weichuang Electric (http://688698.SH)

5️⃣ Sensors:

$NOVT (Novanta - under which there are famous sensor brands)

$VPG (Vishay Precision)

Murata (6981.T - Murata Manufacturing)

TDK (6762.T)

6️⃣ Vision (Cameras / LiDAR):

$HSAI (Hesai Technology)

$INVZ (Innoviz)

$OUST (Ouster)

Speed ​​Jet Creation (http://2498.HK)

Orbo AI (http://688322.SH)

Sunny Optical Technology (http://2382.HK)

7️⃣ Batteries

CATL (http://300750.SZ)

Samsung SDI (006400.KS)

Panasonic (6752.T)

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