福禄寿 UV DAO (@FLS_OTC) “AI的风，已经开始吹向人形机器人。去年市场炒的是大模型、GPU、HBM和数据中心，今年开” — TopicDigg

For robotics companies, I have a favorable view on Unitree and Agility Robotics, two humanoid players. And I have largest concentration in Agility Robotics, since I personally prefer US humanoid players. For upstream component exposure, I currently own: - Harmonic Drive (6324) given high content BOM on things like harmonic reduction gear. - Vishay Precision for sensors and a possible candidate for Telsa Optimus. LeaderDrive (688017) and Schaeffler I have favorable views on but don't own personally. Many of the other AI DC players, I have indirect exposure to robotics like memory. Don't recommend anyone to copy, just sharing personal positions/thoughts. Humanoid sector is large, and as seen with Goldman Sachs report that "Korean companies will command a 30% direct and indirect share of global humanoid robot production". Lot of players out there globally. This was an older report but just linking it again since you see all of them pop up in GS institutional reports + what they cover. Agility Robotics is my personal favorite as of now.