高盛認爲，隨着人形機器人從技術驗證轉向商業化，產業鏈投資也開始進入分化階段。未來更需要比較各環節的實際量產進度、盈利能力和當前估值，不能簡單把整條供應鏈一起看多。報告維持買入匯川技術、三花智控H股、雙環傳動；對綠的諧波、三花智控A股、凌雲光、貝斯特維持中性；對鳴志電器維持賣出。 高盛更偏好那些已有成熟主業提供盈利支撐，同時能分享機器人增量需求的公司；對估值已經提前計入較多人形機器人增長、或仍面臨技術路線和利潤率不確定性的標的更謹慎。行業長期空間仍大，但市場開始更重視誰能真正量產、誰能兌現利潤。（上述觀點來自高盛8月23日報告）

India's equity capital market has recorded nearly $10 bln of deals since early August, led by a $3.2 bln government sale of Life Insurance Corporation of India shares and a $958 mln IPO by Manipal Health, alongside sizeable block trades and institutional placements. Strengthening domestic mutual funds and insurers, active retail participation and returning global funds have boosted the market's capacity to absorb large issuances. That momentum could support planned large listings later this year, including the NSE and Jio Platforms.

美股熱門科技股盤前多數下跌，AMD(AMD.O)跌超2%，SpaceX(SPCX.O)跌2%，英特爾(INTC.O)跌1.9%、臺積電(TSM.N)跌1.3%，博通(AVGO.O)跌1%。