[M86e] -Humanoid Robots&New Capital Order: Survival and Breakthrough under the "China Plus One"（Ⅱ） скачать в хорошем качестве

[M86e] -Humanoid Robots&New Capital Order: Survival and Breakthrough under the "China Plus One"（Ⅱ）

Looking back from the end of 2025, the global humanoid robot industry has completely moved beyond the early "proof of concept" stage and officially entered the deep waters characterized by "mass production" and "geopolitical competition." If 2023-2024 was the "Cambrian explosion" of humanoid robots, then 2025 is a watershed moment in species evolution. The current capital market is at a highly sensitive crossroads: on one hand, US President-elect Trump is about to launch the "National Robotics Strategy," attempting to reshape industrial sovereignty through executive orders; on the other hand, China's National Development and Reform Commission has issued a rare "bubble warning" regarding the industry's overheating, indicating that a supply-side clearing led by state will is about to begin. Looking back from the present, we see the old industrial age driven by human flesh and blood; looking forward, we see a new era driven by silicon-based life forms—humanoid robots. This sounds like science fiction, right? It even resembles the pie-in-the-sky vision Elon Musk painted a few years ago. But what if I told you this is no longer a Silicon Valley PowerPoint presentation, but a recently signed executive order in Washington, a combat plan being devised by the Pentagon, and real earnings per share in the models of top Wall Street investment banks? Would you still think this is a distant future? This month, Politico and ZeroHedge broke a major story: President Trump's next national industrial strategy centers on elevating humanoid robots to the same "national security" level as semiconductors and artificial intelligence. There are even rumors that Commerce Secretary Howard Lutnick is preparing an executive order to use state power to accelerate the development of this industry. Why now? Why robots? This leads to our first big idea today: the physical collapse and restructuring of the global labor market. #humanoidrobots #robots #HongKongStocks #USStocks #TSLA #META #Musk #Optimus #SERV #TER #UBTECH #JohnsonElectric #Cowell