Summary and Outlook of Relevant Sectors in 2025

PortfolioAlert · 2026-02-14T03:21:45+00:00

Over the past year, the AI industry has developed rapidly, and in the future, it faces structural risks. Companies that only burn money without profitability should be cautious. Enterprises in the humanoid robot field should avoid such pitfalls, while specific robots that address production issues will迎来 breakthroughs and development opportunities.

PortfolioAlert

2026-02-14 03:21:45

Abstract generation in progress

The past year has been a year of rapid development in the AI industry, with everyone enjoying the excitement brought by the AI bubble.
Looking ahead to 2026 and 2027, there are undoubtedly structural risks, and it will be a high-risk period. It is important to stay away from concepts that only burn money without making profits, such as listed companies. Why do I make this judgment? It is based on personal understanding: AI has changed all production and efficiency; if it cannot bring positive results, then it is a failure.
Of course, there is no need to be overly pessimistic. Structural bubbles burst quickly, and recovery is also very fast. It will overturn the impression left by historical bubble events; historical experience has limited reference value. Once signs of risk appear, entertainment humanoid robot companies must be avoided.
Focusing on specialized robots that address specific production issues will definitely take the lead in breakthroughs. These could be practical mechanical skeleton-assisted robots, industrial production robots, or multi-terrain robots used for reconnaissance and raids on the battlefield. However, these will definitely not follow the humanoid robot path.

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