机器人“跌倒了”，哪些板块会站起来？

Group 1: Humanoid Robot Marathon Insights - The first humanoid robot half marathon in Beijing revealed significant performance issues, including battery life, joint durability, and AI decision-making capabilities [1][2] - The event highlighted the need for advancements in battery technology, component strength, and AI training to enhance robot functionality [2] - Despite the challenges faced, the competition serves as a learning opportunity for the robotics industry, indicating that addressing these core issues could lead to future breakthroughs [2] Group 2: Tariff War and Market Opportunities - The tariff war is fundamentally a technology conflict, impacting sectors like semiconductors and prompting domestic industries to innovate [7] - Structural opportunities in the market are identified in four key areas: industrial upgrading, domestic consumption, foreign trade restructuring, and RMB internationalization [6][11] - The focus on domestic consumption is driven by the need to stabilize the economy amidst external demand fluctuations, with particular attention to emerging markets and health-related consumption [8][9] Group 3: Strategic Directions for Investment - Investment strategies should prioritize sectors that can adapt to the challenges posed by the tariff war, including technology breakthroughs and ecological restructuring [11] - The RMB's role as a settlement and pricing currency is crucial for countering dollar dominance, with potential growth in cross-border payment and digital currency sectors [10] - Short-term policy catalysts, such as equipment upgrades and consumer incentives, are essential for driving market resilience and long-term growth [11]