A few days ago, the humanoid robot was extremely popular, but today it was directly “killed” by Goldman Sachs!

Goldman Sachs issued a stern warning in a report: “Not a single company has received large orders, let alone a clear mass production timetable!”

So what happened? The entire sector has just collapsed! The robotics concept has fallen for three consecutive days, with leading stocks like Sanken and Top Group being crushed down, all in the red, causing people’s hearts to stop!

We went directly to check these companies’ responses, and the result was uniformly “confess for leniency”:

- “No big orders, we’re just waiting for major North American clients to place orders!”
- “Still sending samples, mass production? That's still a long way off!”
- “Right now, we’re just doing small demonstrations~”

So the question arises! Why are they still crazily spending money to build factories without orders? Top Group is investing 7 billion to build a capacity of 1 million units, and Sanken and Shuanglin are also frantically acquiring land overseas!

In short, it’s about “betting on the future”! Everyone is betting that once Tesla's Optimus goes into mass production, the industry will explode! But experts are pouring cold water on it: we are currently in the “laboratory stage”, the upstream is boiling hot, while the downstream applications are as cold as ice; commercialization is still a long way off!

This Goldman Sachs report is meant to “cool down” the market, so that everyone stops blindly following the trend!

But don’t panic, the real test is still ahead: we’ll see the release of Tesla’s new robot in early 2026, along with the order targets of various companies by the end of the year!#美国结束政府停摆