qinbafrank
qinbafrank|12月 04, 2025 03:47
Trump has taken the industrial policy of Dongda too seriously in the robot industry map of the US stock market. We just signed the AI Genesis Plan at the end of November, and now we are planning to promote the development of the robotics industry. According to reports, Secretary of Commerce Lutnick has been meeting with CEOs in the robotics industry recently. The White House is considering issuing an executive order on robotics technology, and the Department of Transportation is also preparing to announce the establishment of a robotics working group, which may be announced before the end of the year. Why Trump should promote the development of robot industry: 1) Robots are the levers that AI wants to extend into the physical world. In the future, the carrier of AI will be agents online and bots offline; 2) Replacing manual labor with robots is the trend, considering labor efficiency and cost; 3) Robot technology is directly applied to national defense, such as unmanned ground/air/underwater vehicles and autonomous systems; 4) More importantly, it is the competition with China. In fact, China is currently the strongest player in the global robotics industry. China leads the world in the deployment of industrial robots (with over half of the world's installations in 2023, reaching 1.8 million units, four times that of the United States), and plans to dominate the humanoid robot market by 2027. The United States is concerned about relying on China for robot hardware and components (such as precedents in the drone and electric vehicle markets), so the White House is developing a national robot strategy to ensure "strategic independence". Moreover, 60-70% of the links in the robot industry chain are in China. From this perspective, revitalizing the robot industry in the United States is a long and arduous task, but it must also be done! See this https://(x.com)/stocksavvyshay/status/199620635725451057? S=46&t=k6rimWSEbo2D2TXolYcM-A has compiled a map of the US robotics industry and moved it over. Robot technology is quietly penetrating into various fields of the economy: PLTR and PATH are the traffic controllers for the entire fleet, while NVDA, AVGO, and QCOM are the engines and nervous systems that enable robots to perceive and act. 2. AVAV, ONDS, RCAT, and UMAC We are building a fleet of drones that will power autonomous defense networks for LMT, RTX, and GD operations. 3. TSLA, HON, and TER drive industrial robots to achieve automation of assembly lines and heavy-duty manufacturing. GOOGL, AMZN, and MSFT provide AI data layers that connect each machine, while ROK and ZBRA provide controllers, scanners, and mobile robots that keep the factory production line/warehouse running. MBLY, LIDR, LAZR, and INVZ provide perception stacks that enable robots to see the world and navigate. ISRG, PRCT, SYK, and MDT have brought surgical robots that are reshaping the operating room. RR, OII, and FARO push robots towards underwater, on-site, and customer-oriented service roles. AMZN has deployed hundreds of thousands of warehouse robots to move and pick goods, while SYM and SERV have manufactured autonomous mobile robots to support fulfillment and last mile retail logistics. In my personal opinion, Tesla is still the most certain company in the US stock market, and Lao Ma is making every effort to promote the development of the robotics business. Other onds and rr are also worth paying attention to. Everyone is optimistic about the stocks in the US robotics industry. Welcome to discuss them together. There are several US robot stocks discussed above You can trade on the on chain US stock platform @ MSX_CN, you can follow it http://ms (x.com)
Share To

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads