景顺长城基金孟棋：机器人产业加速进化 投资需坚持长期主义

Group 1 - The core viewpoint is that the robotics industry is transitioning from a nascent stage to a more advanced phase, with a focus on companies that possess technological iteration capabilities and practical application scenarios [1] - The robotics sector is expected to experience wave-like fluctuations, but there is an anticipated upward trend, particularly with the expected mass production of Tesla's Optimus robot next year, which may enhance certainty in the market [1] - Long-term investment strategies are essential for the robotics industry, emphasizing the need for companies to maintain focus and a spirit of craftsmanship while continuously innovating and iterating [1] Group 2 - Investment in the robotics sector should be grounded in fundamentals and a long-term perspective, aiming to identify high-quality companies that can grow alongside the industry [1]