$UBTECH ROBOTICS(09880.HK) rose by over four points, $LAIFUAL(03952.HK) saw a slight increase, and $Ondas(ONDS.US) experienced a slight decline.
The whole humanoid robot units are rising, with harmonic reducers following suit, while the drone stock is actually falling—upstream components and drones in heterogeneous directions are weakening independently alongside the same-direction movement of whole units. This indicates that capital is betting on the specific path of humanoid robots, not the broad concept of 'robots' as a whole.
Components usually reflect orders earlier than whole units. The fact that harmonics only saw a slight rise while whole units rose more significantly suggests either that orders haven't caught up with market sentiment yet, or that the market is already pricing in mass production in advance? 🤔
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