2026-05-12 · 供应链分析

众包人形机器人投资标的清单，汇总出现频率最高的六只股票。

涉及标的： $ABB $ACUVI $AEVA $ALNT $AMBA $AMBQ $ARBE $ATOM $AUR $BAM $BOT $BSL $CATL $CGNX $CTH.V $HG $HLIT $HSYDF $IMSR $INDI $ISRG $KDK $KITT $KLIC $LSCC $MBLY $MKA $MRAM $MRLN $NEO $NOVT $OUST $PDY $RR $SERV $SHA.DE $SYM $VPG $XBOT $XPEV $ZBRA

中文翻译

这是人形机器人敞口众包列表： - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - 北京极智嘉 - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (尚未上市) - $LSCC - 亿sunny Robot (300024) - $NOVT - $RR - $PDY - 禾赛科技 (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT 凭记忆： Harmonic Drive、$OUST、$BOT、$VPG、$MBLY和Ubtech出现频率最高。接下来会对这些提及最多的标的开始做尽职调查。

英文原文

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

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