中信建投：人形机器人密切关注Optimus Gen3发布周期半导体设备景气度持续确立_老虎社区_美港股上老虎

中信建投：人形机器人密切关注Optimus Gen3发布周期半导体设备景气度持续确立

格隆汇资讯01-20

中信建投研报指出，人形机器人：特斯拉Optimus Gen3 Q1发布在即，V3量产规划明确，带动市场对于机器人板块保持期待，而特斯拉供应链也逐步进入去伪存真的验证期，底部建议聚焦优质环节，把握确定性与核心变化。工程机械：12月非挖内外销实现高增，继续看好26Q1开门红。半导体设备：景气度不断确立，看好2026年板块行情。固态电池设备：固态电池中期验收如期进行，技术方案进一步收敛，主机厂招标在即，...

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