Robotics includes companies involved in the design, creation, and manufacture of robots. These machines can perform tasks autonomously or semi-autonomously, often with the aim of improving efficiency, productivity, and safety across various industries. Robotics companies are rapidly innovating new technology with applications across many industries. They offer opportunities for growth and efficiency, align with long-term automation trends, and have the potential for disruption in emerging markets, making them appealing to investors.
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Is nvidia no longer the focus? AI trade has changed!
Bank of America believes that the market focus has shifted to the second phase of trades benefiting from AI—software stocks and Agentic AI. With the arrival of the software "AI moment," its monetization is expected to begin in 2025 and become significant in 2026 as corporate adoption accelerates.
Latest speech by Jensen Huang: the era of siasun robot&automation is about to arrive, and the conditions of the south china greater bay area concept are "exceptionally favorable."
①In the future, three types of siasun robot&automation are expected to achieve large-scale production: autos, drones, and humanoid robots, with the largest output being humanoid robots; ②The south china greater bay area concept is the only region that possesses both electromechanical technology and ai technology, providing unique conditions for the development of the robotics industry.