布局应遵循抓确定、避_老虎社区_美港股上老虎

布局应遵循抓确定、避炒作、分阶段原则，优先卡位上游核心零部件，择优布局高壁垒整机与落地场景。

坚决避开无订单、无产能、无客户的纯题材小票；警惕行业扩产过快导致的短期竞争加剧，龙头份额会更集中。

四家机器人厂商宇树科技、魔法原子、银河通用、松延动力同台央视龙年春晚，据称为拿下合作砸重金；《武BOT》燃爆全场，宇树科技王兴兴：这种高动态、高协同的集群控制技术是全球首次亮相；2026年多款全新产品正在研发中。【大家看好机器人赛道吗？你有哪些投资部署？】

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