<p>人类自工业革命以来就享受着自动化带来的成果。我们现在正进入一个更加复杂的时代，这个时代依赖于更智能的机器和数据管理，现在正是考虑购买机器人股票的绝佳时机。</p>
<p>一方面，机器没有感知数据就无法运作，就像人类没有视力就无法行动一样。另一方面，即使有了感知数据，也必须将其有效地整合成一个完整的系统。</p>
<p>支撑这样一个系统的是物联网（IoT）。仅其工业部分预计到 2032 年将以 17.2% 的复合年增长率增长，而消费者物联网则预计到 2030 年将以 12.7% 的复合年增长率增长。这些公司正在加强增强连接性和机器人平台之间的交集。</p>
<h2>Arbe Robotics (ARBE)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Andrey_Popov/ShutterStock.com</p>
<p>对于押注自动驾驶未来的投资者来说，总部位于以色列的 <strong>Arbe Robotics</strong>（纳斯达克：<strong>ARBE</strong>）应被视为目前值得购买的关键机器人股票之一。该公司提供全自动驾驶（FSD）所需的感知硬件。</p>
<p>这包括具有超高分辨率和 360 度覆盖范围的 4D 成像雷达解决方案，以及 Phoenix 成像雷达，可快速检测 300 米外的数百个物体。这些解决方案正在逐步在卡车行业中得到采用，为 4 级自动驾驶铺平道路。</p>
<p>最近，该公司宣布，排名前十的原始设备制造商之一选择了 Arbe 的 4D 雷达成像芯片。到目前为止，该公司已将业务扩展到中国、德国和美国。</p>
<p>根据财富商业洞察的六月报告，到 2032 年，雷达传感器市场规模预计将以 17.8% 的复合年增长率增长。目前，ARBE 的股价为每股 2.34 美元。这高于 52 周均价 2.09 美元，但 ARBE 股票仍远低于其 2021 年 11 月的历史最高价 14.79 美元。在过去三个月中，ARBE 股价上涨了 25%。</p>
<h2>Intuitive Surgical (ISRG)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Sundry Photography / Shutterstock.com</p>
<p>尽管有近十家机器人手术公司，如 <strong>Medtronic</strong>（纽约证券交易所：<strong>MDT</strong>）、<strong>Stryker</strong>（纽约证券交易所：<strong>SYK</strong>）和 <strong>Asensus</strong>（纽约证券交易所市场：<strong>ASXC</strong>），但看起来 <strong>Intuitive Surgical</strong>（纳斯达克：<strong>ISRG</strong>）以其达芬奇系统提供的最广泛采用平台领先一步。自 2000 年以来，该公司拥有成功手术的悠久记录，简直是领先一步。</p>
<p>考虑到在这类细致事务中可能出现的所有问题，ISRG 股票受到了最多的关注。Intuitive 最新的达芬奇 5 版本构成了一个完全集成的机器人手术平台，准备进行大规模部署。该公司改进了操作者的力反馈功能，以获得更好的拉力和推力感。</p>
<p>结合改进的人体工程学和高分辨率 3D 成像，达芬奇 5 拥有超过 150 项设计创新。当然，这也包括通过赋予足够的计算能力来利用人工智能进步来未雨绸缪。</p>
<p>在第一季度业绩电话会议上，这家加利福尼亚公司的净收入为 5.45 亿美元，而去年同期为 3.55 亿美元。凭借 33.3% 的营运利润率，这使得 Intuitive Surgical 成为一个高利润率的企业。</p>
<p>目前定价为 438.01 美元的 ISRG 股票接近其 449 美元的 52 周高点。然而，就像 <strong>Nvidia</strong>（纳斯达克：<strong>NVDA</strong>）一样，这可能只是 Intuitive Surgical 持续上升和主导地位的开始，使其成为目前值得购买的顶级机器人股票之一。</p>
<h2>Samsara (IOT)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Shutterstock</p>
<p>虽然引人注目的人形机器人吸引了公众的注意，但规模化的自动化依赖于各个领域之间的数据协调。这就是 <strong>Samsara</strong>（纽约证券交易所：<strong>IOT</strong>）的使命。该股票的股票代码也是物联网（IoT）的首字母缩写，暗示了该公司将来自多个平台的数据整合成统一的平台体验的目标。</p>
<p>这家加利福尼亚公司为许多行业提供解决方案，包括人工智能摄像头、实时 GPS、持续诊断、电气化、拖车实时跟踪、远程可见性和设备培训。</p>
<p>换句话说，实体机器人的推出可能涉及 Samsara 在物流和运输领域的协调服务。截至 2025 财季第一季度，该公司实现了 2.807 亿美元的收入，比去年同期增长了 37%，同时从运营活动中获得了 2370 万美元的现金。该公司累计赤字 15 亿美元，总负债为 8.255 亿美元。</p>
<p>尽管如此，Samsara 的市净率为 22.81，表明投资者对物联网增长持高度乐观态度。毕竟，这一主题一直是世界经济论坛的一个不断出现的主题。</p>
<p>目前定价为 38.26 美元的 IOT 股票几乎是 52 周最低价 21.48 美元的两倍。该股票今年迄今已增值 17%。<strong>纳斯达克</strong> 预测 IOT 股票的平均目标价为 41.1 美元。一个较不乐观的目标估计价值为 36 美元，与当前价格相符。Samsara 在物联网和自动化领域的强劲增长和战略地位使其成为一个引人注目的购买选择。它在当前的机器人股票中脱颖而出。</p>
<p>_在发布日期，Shane Neagle 未持有（直接或间接）本文提到的任何证券。本文中表达的观点属于作者本人，受到 InvestorPlace.com 发布指南的约束。</p>
<p><em>在发布日期，负责编辑未持有（直接或间接）本文提到的任何证券。</em></p>
<p>Shane Neagle 着迷于科技如何准备颠覆投资领域。他擅长基本分析和成长投资。</p>

直觉外科

ARBE

<p>InvestorPlace 提供了关于第三季度考虑购买的 3 家机器人股票的信息。这些股票包括 Arbe Robotics（ARBE）用于自动驾驶，Intuitive Surgical（ISRG）用于机器人手术，以及 Samsara（IOT）用于自动化中的数据协调。文章重点介绍了每家公司的关键特点和潜在增长</p>

<p>Humans have enjoyed the fruits of automation for a long time, at least since the Industrial Revolution in the late 18th century. We are now entering a more complex age that relies on both smarter machines and the management of data, making it an opportune time to consider robotics stocks to buy now.</p>
<div class="lb-trans"><p>人类自工业革命以来就享受着自动化带来的成果。我们现在正进入一个更加复杂的时代，这个时代依赖于更智能的机器和数据管理，现在正是考虑购买机器人股票的绝佳时机。</p>
</div><p>On one hand, a machine is nothing without sense data, just as humans are crippled in their actions without eyesight. On the other hand, even if that sense data is there, it has to be effectively coordinated into a holistic system.</p>
<div class="lb-trans"><p>一方面，机器没有感知数据就无法运作，就像人类没有视力就无法行动一样。另一方面，即使有了感知数据，也必须将其有效地整合成一个完整的系统。</p>
</div><p>Underlying such a system is the Internet of Things (IoT). Its industrial component alone is poised for a 17.2% CAGR by 2032, while consumer IoT is set for a 12.7% CAGR by 2030. These companies are tightening the intersection between enhanced connectivity and robotics platforms.</p>
<div class="lb-trans"><p>支撑这样一个系统的是物联网（IoT）。仅其工业部分预计到 2032 年将以 17.2% 的复合年增长率增长，而消费者物联网则预计到 2030 年将以 12.7% 的复合年增长率增长。这些公司正在加强增强连接性和机器人平台之间的交集。</p>
</div><h2>Arbe Robotics (ARBE)</h2>
<div class="lb-trans"><h2>Arbe Robotics (ARBE)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Andrey_Popov/ShutterStock.com</p>
<div class="lb-trans"><p>图片来源：Andrey_Popov/ShutterStock.com</p>
</div><p>For investors betting on the autonomous driving future, <strong>Arbe Robotics</strong> (NASDAQ:<strong>ARBE</strong>) should be considered as one of the key robotics stocks to buy now. Based in Israel, the company provides the necessary sense hardware for full self-driving (FSD) to be feasible.</p>
<div class="lb-trans"><p>对于押注自动驾驶未来的投资者来说，总部位于以色列的 <strong>Arbe Robotics</strong>（纳斯达克：<strong>ARBE</strong>）应被视为目前值得购买的关键机器人股票之一。该公司提供全自动驾驶（FSD）所需的感知硬件。</p>
</div><p>This includes 4D imaging radar solutions with ultra-high resolution and 360-degree coverage as well as Phoenix imaging radar to rapidly detect hundreds of objects up to 300 meters away. These solutions are steadily being adopted in the trucking industry to pave the road for level 4 autonomous driving.</p>
<div class="lb-trans"><p>这包括具有超高分辨率和 360 度覆盖范围的 4D 成像雷达解决方案，以及 Phoenix 成像雷达，可快速检测 300 米外的数百个物体。这些解决方案正在逐步在卡车行业中得到采用，为 4 级自动驾驶铺平道路。</p>
</div><p>Most recently on July 1st, the company announced that one of the top 10 OEMs (original equipment manufacturers) selected Arbe’s chipset for 4D radar imaging. So far, the company expanded its reach to China, Germany and the United States.</p>
<div class="lb-trans"><p>最近，该公司宣布，排名前十的原始设备制造商之一选择了 Arbe 的 4D 雷达成像芯片。到目前为止，该公司已将业务扩展到中国、德国和美国。</p>
</div><p>According to Fortune Business Insights as of the June report, the radar sensor market size is heading for a CAGR of 17.8% by 2032. At the moment, ARBE trades for $2.34 per share. That is above the 52-week average of $2.09 but ARBE shares are still far below its all-time high of $14.79 in November 2021. In the last three months, ARBE stock is up 25%.</p>
<div class="lb-trans"><p>根据财富商业洞察的六月报告，到 2032 年，雷达传感器市场规模预计将以 17.8% 的复合年增长率增长。目前，ARBE 的股价为每股 2.34 美元。这高于 52 周均价 2.09 美元，但 ARBE 股票仍远低于其 2021 年 11 月的历史最高价 14.79 美元。在过去三个月中，ARBE 股价上涨了 25%。</p>
</div><h2>Intuitive Surgical (ISRG)</h2>
<div class="lb-trans"><h2>Intuitive Surgical (ISRG)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Sundry Photography / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：Sundry Photography / Shutterstock.com</p>
</div><p>Although there are nearly a dozen robotics surgery companies, such as <strong>Medtronic</strong>(NYSE: <strong>MDT</strong>), <strong>Stryker</strong>(NYSE: <strong>SYK</strong>) and <strong>Asensus</strong>(NYSEMKT: <strong>ASXC</strong>), it appears that <strong>Intuitive Surgical</strong> (NASDAQ: <strong>ISRG</strong>) offers the most widely adopted platform with its da Vinci system. With a long track record of successful surgeries since 2000, the company is simply ahead of the game.</p>
<div class="lb-trans"><p>尽管有近十家机器人手术公司，如 <strong>Medtronic</strong>（纽约证券交易所：<strong>MDT</strong>）、<strong>Stryker</strong>（纽约证券交易所：<strong>SYK</strong>）和 <strong>Asensus</strong>（纽约证券交易所市场：<strong>ASXC</strong>），但看起来 <strong>Intuitive Surgical</strong>（纳斯达克：<strong>ISRG</strong>）以其达芬奇系统提供的最广泛采用平台领先一步。自 2000 年以来，该公司拥有成功手术的悠久记录，简直是领先一步。</p>
</div><p>Considering all the factors that could go wrong in such delicate matters, ISRG stock has received the most traction. Intuitive’s latest da Vinci 5 iteration makes for a fully integrated robotics surgery platform ready for mass deployment. The company improved the Force Feedback feature for a better sense of pull and push forces by the operator.</p>
<div class="lb-trans"><p>考虑到在这类细致事务中可能出现的所有问题，ISRG 股票受到了最多的关注。Intuitive 最新的达芬奇 5 版本构成了一个完全集成的机器人手术平台，准备进行大规模部署。该公司改进了操作者的力反馈功能，以获得更好的拉力和推力感。</p>
</div><p>Combined with improved ergonomics and high-resolution 3D imaging, da Vinci 5 boasts over 150 design innovations. Of course, this also includes future-proofing by giving it enough computing power to harness AI advances.</p>
<div class="lb-trans"><p>结合改进的人体工程学和高分辨率 3D 成像，达芬奇 5 拥有超过 150 项设计创新。当然，这也包括通过赋予足够的计算能力来利用人工智能进步来未雨绸缪。</p>
</div><p>In the Q1 earnings call, the Californian company delivered $545 million net income compared to $355 million in the year-ago quarter. With an operating margin of 33.3%, this makes Intuitive Surgical a high-margin business.</p>
<div class="lb-trans"><p>在第一季度业绩电话会议上，这家加利福尼亚公司的净收入为 5.45 亿美元，而去年同期为 3.55 亿美元。凭借 33.3% 的营运利润率，这使得 Intuitive Surgical 成为一个高利润率的企业。</p>
</div><p>Presently priced at $438.01, ISRG stock is near its 52-week high of $449. Yet, just as is the case with <strong>Nvidia</strong>(NASDAQ:<strong>NVDA</strong>), this may just be the beginning of Intuitive Surgical’s continued rise and dominance, making it one of the top robotics stocks to buy now.</p>
<div class="lb-trans"><p>目前定价为 438.01 美元的 ISRG 股票接近其 449 美元的 52 周高点。然而，就像 <strong>Nvidia</strong>（纳斯达克：<strong>NVDA</strong>）一样，这可能只是 Intuitive Surgical 持续上升和主导地位的开始，使其成为目前值得购买的顶级机器人股票之一。</p>
</div><h2>Samsara (IOT)</h2>
<div class="lb-trans"><h2>Samsara (IOT)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Shutterstock</p>
<div class="lb-trans"><p>图片来源：Shutterstock</p>
</div><p>While flashy humanoid robots catch the public’s attention, automation at scale relies on data coordination between various sectors. This is the mission of <strong>Samsara</strong>(NYSE:<strong>IOT</strong>). The stock’s ticker symbol is also the acronym for the Internet of Things (IoT), hinting at the company’s goal to integrate data from multiple platforms into a unified platform experience.</p>
<div class="lb-trans"><p>虽然引人注目的人形机器人吸引了公众的注意，但规模化的自动化依赖于各个领域之间的数据协调。这就是 <strong>Samsara</strong>（纽约证券交易所：<strong>IOT</strong>）的使命。该股票的股票代码也是物联网（IoT）的首字母缩写，暗示了该公司将来自多个平台的数据整合成统一的平台体验的目标。</p>
</div><p>The California firm supplies many industries with solutions for AI cameras, real-time GPS, continuous diagnostics, electrification, real-time tracking of trailers, remote visibility and training for its host of devices.</p>
<div class="lb-trans"><p>这家加利福尼亚公司为许多行业提供解决方案，包括人工智能摄像头、实时 GPS、持续诊断、电气化、拖车实时跟踪、远程可见性和设备培训。</p>
</div><p>In other words, the rollout of physical robots will likely involve Samsara’s coordination services in logistics and transportation. For fiscal Q1 2025, the company generated $280.7 million in revenue, 37% more than the year-ago quarter, while netting $23.7 million cash from operations. The company holds an accumulated deficit of $1.5 billion and total liabilities of $825.5 million.</p>
<div class="lb-trans"><p>换句话说，实体机器人的推出可能涉及 Samsara 在物流和运输领域的协调服务。截至 2025 财季第一季度，该公司实现了 2.807 亿美元的收入，比去年同期增长了 37%，同时从运营活动中获得了 2370 万美元的现金。该公司累计赤字 15 亿美元，总负债为 8.255 亿美元。</p>
</div><p>Nonetheless, Samsara’s price-to-book (PB) ratio of 22.81 suggests that investors are highly optimistic about IoT growth. After all, it has been a constant theme at the World Economic Forum.</p>
<div class="lb-trans"><p>尽管如此，Samsara 的市净率为 22.81，表明投资者对物联网增长持高度乐观态度。毕竟，这一主题一直是世界经济论坛的一个不断出现的主题。</p>
</div><p>Currently priced at $38.26, IOT stock is nearly double the 52-week low of $21.48 per share. The stock has gained 17% in value year-to-date. <strong>Nasdaq</strong> forecasts an average price target of $41.1 for IOT shares. A less optimistic target estimates the value at $36, aligning with the current price. Samsara’s robust growth and strategic position in IoT and automation make it a compelling buy. It stands out as a top choice among robotics stocks to buy now.</p>
<div class="lb-trans"><p>目前定价为 38.26 美元的 IOT 股票几乎是 52 周最低价 21.48 美元的两倍。该股票今年迄今已增值 17%。<strong>纳斯达克</strong> 预测 IOT 股票的平均目标价为 41.1 美元。一个较不乐观的目标估计价值为 36 美元，与当前价格相符。Samsara 在物联网和自动化领域的强劲增长和战略地位使其成为一个引人注目的购买选择。它在当前的机器人股票中脱颖而出。</p>
</div><p><em>On the date of publication, Shane Neagle did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在发布日期，Shane Neagle 未持有（直接或间接）本文提到的任何证券。本文中表达的观点属于作者本人，受到 InvestorPlace.com 发布指南的约束。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p><em>在发布日期，负责编辑未持有（直接或间接）本文提到的任何证券。</em></p>
</div><p>Shane Neagle is fascinated by the ways in which technology is poised to disrupt investing. He specializes in fundamental analysis and growth investing.</p>
<div class="lb-trans"><p>Shane Neagle 着迷于科技如何准备颠覆投资领域。他擅长基本分析和成长投资。</p>
</div>

第三季度推荐购买的三只机器人股票