机器人热潮：“掘金铲子” 式的机器人赛道投资-轴承领域-Rowdy Robot-Picks & Shovels Robot Plays Bearings

February 25, 2026 10:00 PM GMT Rowdy Robot | North America Picks & Shovels Robot Plays: Bearings In our view, bearings offer diversified, architecture-agnostic exposure to the secular robotics theme, with content scaling alongside robot complexity with relatively limited substitution, in-sourcing, or obsolescence risk. We forecast a ~300x growth in the robot bearings market through 2050. | M Rowdy Robot North America Picks & Shovels Robot Plays: | Morgan Stanley & Co. LLC Equity Analyst Adam.Jonas@morgansta ...