Stor analyse fra Goldman: Næste bølge bliver humane robotter: Disse aktier kan blive vinderne
28/5 14:38
Uddrag fra Goldman Sachs: According to Goldman’s Asian trading desk, AI’s next leg is shifting from chips to real-world deployment, and humanoid robotics is emerging as the clearest monetization frontier; in this context, structural tailwinds (labor shortages, automation demand) are accelerating adoption, and driving investor rotation into robotics-linked names across Korea, Japan and China. The bank’s long-running investment thesis is […]...