美股机器人板块整体走强,据称美国政府已准备布局这一领域

Core Viewpoint - The Trump administration is accelerating the development of robotics technology, with plans for an executive order and increased government interest in the sector [1]. Group 1: Government Initiatives - U.S. Secretary of Commerce, Wilbur Ross, has been meeting with multiple CEOs from the robotics industry [1]. - The U.S. government is considering an executive order on robotics technology to be released next year [1]. - The Department of Transportation is preparing to establish a robotics working group, potentially announced by the end of the year [1]. - There is rising interest among U.S. lawmakers in robotics technology, with proposals for a national robotics committee [1]. Group 2: Industry Impact - Robotics is becoming a significant battleground in international competition, but its promotion may conflict with the goal of reviving U.S. manufacturing jobs [1]. - Advances in artificial intelligence are enabling humanoid robots to process large amounts of data and handle increasingly complex tasks [1]. - Jeff Cardenas, CEO of Apptronik, emphasizes the need for a national robotics strategy to maintain competitiveness in the emerging industry [1]. - Jeff Burnstein, president of the Association for Advancing Automation, states that robots can enhance worker efficiency, potentially leading to more job opportunities as companies invest in both robots and employees [1]. Group 3: Market Performance - On December 3, several robotics stocks surged, with Nauticus Robotics and iRobot both rising over 60% during intraday trading [2].