CITIC Securities: Google further increases investment in humanoid robots, bottom suggests focusing on high-quality segments.

The CITIC Securities research report stated that the giants are actively entering the field, and the first batch of science and technology entrepreneurial robot ETFs have been collectively submitted, focusing on quality links at the bottom. Recently, the first batch of science and technology entrepreneurial robot ETFs were collectively submitted, and it is expected that more funds will flow into the robot sector in the future, boosting the sector's market performance. Google DeepMind CEO has expressed the desire to turn Gemini into a software base for the robot world, and has already recruited the former CTO of Boston Dynamics as Vice President of Hardware Engineering, indicating that Google is further strengthening its position in the field of embodied robotics. Robots, as an important direction for AI applications, have broad prospects for implementation. The previous phase of the sector has undergone sufficient correction, and upcoming events such as Gen3 pinpointing, new product releases, and the progress of Ubtech's IPO are worth paying attention to. It is recommended to focus on quality links at the bottom, and to seize key changes in certainty and agility.