In order to better invest in humanoid robots for the second half of the year, I specifically came to Shanghai for the WAIC, the global artificial intelligence conference!
It can only be described in two words: shocking, shocking, shocking. Especially in the field of embodied intelligence, it truly is a flourishing and competitive environment, which further strengthens my belief to increase investment in the humanoid robot sector in the second half of this year!
The variety of robots exhibited this time is really vast: industrial robots, companion robots, rideable robots, unmanned retail robots, delivery robots, entertainment robots, and so on. Basically, everything you can think of in the field of artificial replacement is covered.
I have a bold hypothesis: the robot sector will definitely explode in the second half of the year, but within the foreseeable one to two years, this sector will certainly become oversaturated, leading to a large-scale elimination and validation process, and eventually, what remains will be like the new energy vehicle brands—those like Tesla, NIO, Ideal, Xiaopeng, and Zeekr, which have been strongly validated by the market.
However, one thing is very certain: companies selling tools in the robot sector will definitely make a fortune, such as planetary rolling screw, harmonic reducers, frameless torque motors, precision bearings, and so on in the drive layer. For example, visual sensors, digital laser radars, colored laser radars, attitude feedback, and tactile sensors in the perception layer. The leading companies in these niche areas will definitely thrive!
Spend a little more time looking for the world leaders in these niche areas, and get in early; the current embodied intelligence sector is like the GPT moment of 2023, with opportunities everywhere!
If you are feeling confused right now, I sincerely suggest you come and take a look; you might discover many business opportunities!🧐
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