3. The underlying technology and cost curve have been successfully integrated.
4. Real demand has exploded, rather than being driven by hype.
5. The dual narratives of Musk and Chinese policy act as amplifying factors.
I am very optimistic about the robotics sector, mainly based on the following points:
1. The mass production inflection point has truly arrived (2026 is a key year).
2. Market size forecasts have seen continuous explosive growth, with extreme potential.
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