Whoa, this day has finally come! Humanoid robots are being deployed to the frontlines of the Ukraine war. I asked Grok, and it turns out this humanoid robot is the Phantom MK-1 from Foundation. It’s designed for dual-use, both military and civilian, with a particular focus on defense/battlefield applications (reconnaissance, supply, weapon operation). After the Spring Festival, factors like the cooling of Fed rate cut expectations, the Iran conflict, and AI panic suppressed the valuation of the humanoid robot sector as a narrative asset. But this news will give the humanoid robot sector a new anti-fragility characteristic in the face of war risks, significantly increasing its value in investment portfolio allocation.