2026机器人赛道爆发！高盛8家重仓股揭秘，4家翻倍2家暗藏机会 这8家公司的持仓数据来自美国证券交易委员会披露文件，业绩数据源自上市公司2025年三季报，真实可查，咱们分两类说清楚： 最近科技圈和A股彻底被机器人赛道点燃了，身边炒股的朋友张口闭口都是"人形机器人""外资重仓"，打开交易软件一看，相关个股涨得红红火火，尤其是 被高盛盯上的几家公司，有的都翻倍了！作为国际投行里的"选股风向标"，高盛的持仓动向从来都不随便——2025年三季报显示，它悄悄押注了8家A股机 器人公司，而且清一色扎在上游核心环节，不是整机组装这些赚辛苦钱的领域。截至2026年初，这8家公司里已有4家股价涨幅超90%，最高的力星股份更是 涨了224.75%，但还有几家仍处于低估值区间。很多股民都好奇：翻倍股还能追吗？没大涨的里面真有隐藏机会？ 一、先搞懂：高盛为啥只押注上游，不碰热门整机厂？ 很多人纳闷，明明整机厂的热度更高，高盛为啥偏要"剑走偏锋"选上游？答案藏在产业链的利润分配里，数据和逻辑都实打实： - 利润差距太大：Wind数据显示，一台人形机器人的成本中，核心零部件和特种材料占比高达60%-70%，上游企业的毛利率能达到30% ...

Core Viewpoint - Guangdong has become a key destination for foreign investment, with significant growth in the number of foreign enterprises and actual foreign investment amounts, reflecting a favorable investment environment and strategic importance in the global supply chain [1][2][4]. Investment Trends - As of October this year, Guangdong has established over 360,000 foreign-invested enterprises, with 24,000 new foreign enterprises set up in the first nine months, marking a 33.7% year-on-year increase. The actual foreign investment reached 78.13 billion yuan, up 8.8% year-on-year, leading the nation in both metrics [1][2]. - The upcoming 2025 Guangdong-Hong Kong-Macao Greater Bay Area Global Investment Conference aims to further enhance investment opportunities, having previously signed 3,645 projects worth 7 trillion yuan over three sessions [2]. Foreign Investment Projects - BASF's Zhanjiang integrated base project, with a total investment of approximately 10 billion euros, is the largest single investment by the German company and will become its third-largest integrated production base globally [5]. - Other major foreign companies, including SEW Group, ExxonMobil, and Unilever, have also invested in large projects in Guangdong, viewing it as a strategic hub linking the Chinese market with global resources [5]. Policy Environment - Guangdong has implemented a series of policies to attract foreign investment, including the "Ten Measures for Foreign Investment" and "Twenty Measures for Investment Promotion," offering substantial financial incentives for R&D centers and headquarters [6][7]. - The province's governance philosophy emphasizes a business-friendly environment, which has been a significant factor in attracting foreign enterprises [6]. Sectoral Focus - There is a noticeable shift in foreign investment towards advanced manufacturing and R&D, with 29.1% of actual foreign investment in the manufacturing sector in the first seven months of this year [9]. - Foreign enterprises are increasingly integrating into local supply chains and innovation ecosystems, as seen with ZF's establishment of a R&D center in Guangzhou, focusing on smart driving technologies [9][10]. Economic Evolution - The role of foreign enterprises in Guangdong has evolved from mere capital investors to key participants in local innovation and supply chains, contributing to the region's industrial upgrading and innovation capabilities [10][11]. - Guangdong's "Five External Linkages" strategy aims to enhance its open economy by optimizing foreign trade structure and attracting foreign investment, reflecting a transition from factor-driven to institutional openness [12]. Future Outlook - As global supply chains are reshaped, Guangdong is positioned to transition from a manufacturing center to an innovation hub, with plans to expand free trade zones and attract more multinational companies to establish R&D centers [13].