Group 1 - The core viewpoint of the article highlights the increasing interest and investment in the robotics sector, particularly with the recent submission of the first batch of technology innovation and entrepreneurship robotics ETFs, which is expected to attract more capital into the robotics market [1] - Google’s DeepMind CEO has expressed intentions to develop Gemini as a foundational software for the robotics world, indicating a strategic move by Google to strengthen its position in the embodied robotics sector by hiring the former CTO of Boston Dynamics as the Vice President of Hardware Engineering [1] - Robotics is identified as a significant application of AI with vast potential for practical implementation, and the article suggests that the recent market corrections in the sector have created opportunities to focus on high-quality segments, emphasizing the importance of upcoming events such as Gen3 launches, new product releases, and the IPO progress of Yushu [1]
中信建投:谷歌进一步加码具身机器人 底部建议聚焦优质环节