$HORIZONROBOT-W(09660)$ Goldma

$HORIZONROBOT-W(09660)$ Goldman Sachs' Asia trading team believes the Asian robotics industry is in the early stages of development. Compared to their US counterparts, Asian robotics and automation stocks still trade at a valuation discount, yet offer higher earnings growth expectations, with capital beginning to rotate into the robotics supply chain. The bank also emphasized that the industry is currently in a transitional phase from technology validation to commercialization, and large-scale deployment will still take time.

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