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据《福布斯》报道，机器人软件公司 OpenMind 发布的“物理 AI 准备指数”显示，若完全不采用中国供应商，目前制造成本约为 4.6 万美元 的人形机器人，成本或升至约 13.1 万美元。报告在 58 个国家中将中国列为第一，得分 82.9，日本和美国分别以 69.6、69.0 位居第二、第三。 报告指出，美国在算力和人才方面领先，但材料与供应链得分仅 48.5，显著低于中国的 95；稀土永磁体、精密减速器、滚柱丝杠和无框力矩电机等关键部件是主要瓶颈。与此同时，美国 FCC 对外国制造先进机器人的限制，可能在短期内进一步抬升本土厂商成本并放缓机器人部署。
According to TechFlow Research, Reuters reported on August 4 that the Trump administration and the FCC are drafting a plan to ban US imports of Chinese data center components, with optical modules specifically mentioned. Goldman Sachs responded to three core questions in an August 10 research report: rapid technological iteration, strong AI demand, and high R&D requirements for multiple SKU varieties make clients more reliant on existing leading manufacturers in the current environment and unlikely to switch to new suppliers easily. Seven of the top ten global optical module suppliers are headquartered in China, and their market share in 2025 will expand further compared to 2024. Goldman Sachs pointed out that leading manufacturers have outstanding advantages in capacity commitments, automated production, and manufacturing efficiency. Product upgrades to 1.6T and above further raise the manufacturing threshold, making it difficult for small and medium-sized manufacturers to catch up in the short term. Overseas capacity deployment is underway; Eoptolink's Phase I in Thailand is at full capacity, and Phase II will expand in 2026, establishing a long-term diversification trend. Goldman Sachs gave Buy ratings to Eoptolink and Robotechnik, and also gave Buy ratings to FOCI, LandMark, and VPEC (all Taiwan stocks), believing that technology, capacity, and customer synergy constitute difficult-to-replicate competitive barriers.
According to TechFlow Research, Goldman Sachs' July 8 Global LEO Satellite Report shows that the number of LEO satellites in orbit reached 10,000 in 2025, is expected to reach 24,000 in 2028, 305,000 in 2031, and could reach 396,000 under the blue sky scenario. SpaceX, Amazon, and others are accelerating deployment; Amazon has received FCC approval to add 4,500 satellites. China's three major constellations, GW/G60/Honghu, plan for over 35,000 satellites. Among the targets covered by Goldman Sachs, US stocks SpaceX, Amazon, Boeing, and Kratos benefit; A-share Tongyu Communication received a buy rating with a target price of 79 yuan; HK-stock ZTE is a core supplier of ground equipment, with about 70,000 satellites awaiting launch in the next five years.