Bot Brief 是关于经济学、机器人技术和投资的每周通讯

关于机器人投资活动和经济影响的每周通讯 | 来自 Balcones Investment Research 的新闻 | 2022 年 9 月 11 日发布...

“地球上没有什么力量比一个时机成熟的想法更强大。” 维克多·雨果


尽管美联储主席鲍威尔本周宣布货币政策将继续收紧,但市场感觉“够了”,他们只关注利率。有足够多的利好经济消息令投资者感兴趣,迫使市场创下过去四年来最好的一周。标准普尔 500 指数上涨 3.65%,机器人指数上涨 4.79%。

The robotic companies were led by the sparkling recovery by AeroVironment. One of the prior week’s weakest performers (-14.63%), AeroVironment gained 20.69% after reporting above consensus sales for its fiscal first quarter. The company has been benefitting from the effectiveness and accolades about its Switchblade Drone’s use in the Ukraine war. This week Zachs Research issued a report on the company entitled, “3 Reasons Why AeroVironment is a Great Growth Stock.”

Following AeroVironment in double digit gain territory was Tesla and its 11% improvement. Tesla announced that it was seeking some tax and incentive relief from the state of Texas where it hopes to construct a refinery for lithium. Lithium is a primary component in EV batteries and has been on an acceleration curve with the recent attention on electric vehicles. In looking at the price of lithium (in 2020 it traded at $6,800, in 2021 it was $17,000 and this year it is trading at $78,000) Elon Musk announced those involved in refining the mineral have “a license to print money.”

Intuitive Surgical was the third best performer in the Bot Index with an 8.67% increase. Prompted by some suggested new hardware for its DaVinci Surgical System, a Stifel analyst boosted his price target to $260. The stock closed at $221.

There was only one company that reported a down week and that was the Taiwan company Hiwin Technologies. The company has been trading recently in patterns associated with Taipei’s tenuous relations with China. The stock fell one percent during the week, however, was up significantly on Friday.

Robots in the News:

We can’t for the life of us, with so much going on in the robotic field, that the Washington Post ran an article about a robotic venture that is very likely to fail. The article was entitled, “This robot catches grandma before she falls.” The Post author interviewed inventors from Singapore’s Nanyang Technological University on their new product named Mr. Bah. In reading about the objective of the device – to contain falls by the elderly, the concept sounds reasonable since falls are the second leading cause of Senior Citizens’ injury deaths in the U.S. However, the practicalities and cost of the device seem destined to be one of those ‘sounds great on paper’ concepts. Since the user is required to strap themselves into a harness attached to the four wheeled pushcart, it is doubtful that these efforts are worthwhile. Evidently, the inventors claim that sensors detect when the user is about to fall and adjust their attitude. All this and the cost is a mere $20,000 for the hospital version and $3,000 to $4,000 for the home application. We think Mr. Bah is a Blah.

Member: American Economic Association, Society of Professional Journalists, United States Press Association. Institute of Chartered Financial Analysts, Robotic Industries Association, Member IEEE.

The Bot Brief is a weekly newsletter designed for economists, investment specialists, journalists, and academicians. It receives no remuneration from any companies that may from time to time be featured in the brief and its commentaries, analysis, opinions, and research represent the subjective view of Balcones Investment Research, LLC. Due to the complex and rapidly changing nature of the subject matter, the company makes no assurances as to the absolute accuracy of material presented.

机器人公司由 AeroVironment 的强劲复苏引领。作为前一周表现最差的公司之一(-14.63%),AeroVironment 在报告其第一财季销售额高于市场预期后上涨了 20.69%。该公司一直受益于其 Switchblade 无人机在乌克兰战争中使用的有效性和赞誉。本周,Zachs Research 发布了一份关于该公司的报告,题为“AeroVironment 成为伟大成长型股票的三个原因”。


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