Today, both Huang Renxun and the female stock god @ aleabitoreddit simultaneously called for the robot section! Highly consistent, quite interesting! The entire A-share market saw a 6% surge in robot ETFs today, as shown in Figure 2. Ambush the US stock robot company overnight now, it's the right time! By the way, I also threw the complete humanoid robot supply chain map recently released by Goldman Sachs to AI. Let's take a look at its recommendations and corresponding stock codes: one ️⃣ Humanoid robot manufacturer: TSLA (Tesla) XPEV (Xiaopeng Motors) BYD (002594) Xiaomi Group（ http://1810.HK ) Excellent must choose（ http://9880.HK ) Guangzhou Automobile Group（ http://601238.SH ) Eston（ http://002747.SZ ) two ️⃣ Basic model: NVDA (Nvidia) GOOGL (Google) META (Meta) TSLA (Tesla) IFlytek, University of Science and Technology（ http://002230.SZ ) three ️⃣ GPU / CPU： NVDA (Nvidia) INTC (Intel) four ️⃣ 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 ) Huichuan Technology（ http://300124.SZ ) Beite Technology（ http://603009.SH ) Hengli Hydraulic（ http://601100.SH ) Shuanglin Corporation（ http://300100.SZ ) Weichuang Electric（ http://688698.SH ) five ️⃣ Sensor: NOVT (Novanta - a well-known sensor brand under its umbrella) VPG (Weishi Precision) Murata (6981. T - Murata Productions) TDK (6762.T) six ️⃣ Visual (camera/LiDAR): HSAI (Hesai Technology) INVZ (Innoviz) OUST (Ouster) Suteng Juchuang（ http://2498.HK ) Obi Zhong Guang（ http://688322.SH ) Sunny Optical Technology（ http://2382.HK ) seven ️⃣ battery Ningde Era（ http://300750.SZ ) Samsung SDI (006400.KS) Panasonic (6752T)