Recently, the A-share market has witnessed a surge in the activity of humanoid robot concept stocks, marking a new frontier for investors. Since January 7, this sector has enjoyed four consecutive trading days of growth, with several stocks rebounding by over 20% from their lows.

This market fervor is fueled by a steady stream of positive news in the humanoid robot industry, notably the recent statements by NVIDIA founder Jen-Hsun Huang and Tesla CEO Elon Musk. These pronouncements have sparked widespread anticipation for advancements in this high-tech domain.

Recently, Jen-Hsun Huang, the founder of NVIDIA, suggested that the field of robotics, particularly humanoid robots and general-purpose robots, is on the brink of a transformative breakthrough akin to ChatGPT. Additionally, during the CES exhibition, Musk unveiled Tesla's plans for humanoid robots within its "AI+" strategy through a live video stream.

Musk emphasized that the humanoid robot will be Tesla's most ambitious project to date. Regarding production, he set ambitious targets: Tesla aims to manufacture thousands of humanoid robots, named Optimus, by 2025 and initiate testing within its factories. He further stated, "Assuming smooth progress, we intend to scale production tenfold by 2026, targeting 50,000 to 100,000 units. By 2027, we aim for another tenfold increase, starting with half a million units." In essence, if Musk's vision unfolds as planned, Optimus production will escalate a hundredfold from 2025 to 2027.

Overall, leading technology firms are escalating their investments in the humanoid robot sector. As a pivotal direction for future technology, humanoid robots are increasingly capturing public attention. The Ministry of Industry and Information Technology has issued the "Guiding Opinions on the Innovative Development of Humanoid Robots," outlining that by 2025, China aims to establish a preliminary humanoid robot innovation system, achieve breakthroughs in key technologies, bring complete machine products to an international advanced level, and enable mass production for demonstrations and applications in specialized, manufacturing, and everyday service scenarios. Concurrently, various regions have introduced supportive policies, laying a solid foundation for industrial growth. Below, the author presents a list of Tesla + humanoid robot concept stocks for investors' consideration.

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