Includes major US listed companies involved in the manufacture and sale of electric vehicles. With growing environmental concerns such as the impacts of climate change, many governments and consumers are prioritizing the use of clean energy and reducing carbon emissions. EVs rely on advanced technologies such as battery storage, charging infrastructure, and autonomous driving. Investing in EV stocks offers exposure to companies in these key technological and sustainable advancements, and helps investors benefit from potential growth opportunities. Many governments are offering incentives for the purchase of EVs, including tax credits and subsidies, to encourage the adoption of cleaner vehicles. This support can create a favorable environment for EV manufacturers and suppliers, potentially leading to higher profits and improved stock market performance.
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Goldman Sachs' research throws cold water on the situation: the turning point for humanoid robot technology remains unclear, and meaningful applications will take at least another five years!
Goldman Sachs believes that the humanoid robot H1 has only 19 degrees of freedom, making it still unable to handle complex and detailed tasks. At least in the next 2-3 years, it will be difficult for humanoid robots to achieve the same work efficiency as human workers. Meaningful applications are not expected for another 5-10 years.
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Morgan Stanley: Manufacturing is Tesla's moat.
Morgan Stanley believes that in the physical AI competition, "data defines Software, Software defines Hardware, Hardware defines manufacturing, and manufacturing is the moat." Agentic robots cannot be produced just anywhere, especially against the backdrop of the continuous decline in USA manufacturing over the past 80 years, making Tesla's manufacturing advantage particularly valuable.