The market outlook is very clear—let me break it down.

Based on Wang Xingxing’s latest thinking,
2027 is the tipping point for embodied intelligence.
The bottleneck isn’t that large models aren’t smart enough;
it’s touch—aligning physical world models with real-world machines.

So there’s only one strategy: go all-in on tactile sensing.

Three major supply chains:
T chain
O chain
Unitree chain

The robotics × Physical AI theme is still gaining momentum.

As for the broader market,
a short-term bottom has already formed.
Next, get ready for a burst of activity.
During this earnings lull, low-level themes will take turns coming to life,
especially areas like commercial aerospace.

Today’s market: gjd didn’t step in.
The profit-making effect and leveraged funds have basically stabilized.
I think that’s a good sign.

Now we wait patiently for volume to pick up.
Once that’s confirmed, the short-term rebound officially begins.

Get settled in and wait for the wind to pick up~

Source: @Cycle_King1913 on X