A research report from CSC Securities highlighted that the humanoid robot sector has experienced a retracement, surrendering the cumulative gains amassed since September. Presently, the industry is poised on the cusp of a pivotal transition from concept to reality (0 to 1), with foundational developments proceeding as anticipated. The recent downturn may be attributed to a confluence of factors: a temporary weakening of the technology growth narrative amidst anticipation of tariff hikes, profit-taking by early investors, and a lull preceding the unveiling of Optimus's third-generation prototype and subsequent order confirmations. Key milestones to watch include Tesla's third-quarter earnings announcement on October 23 and its shareholder meeting on November 7, both of which will serve as critical vantage points for market observation. The current pullback, largely driven by liquidity dynamics, presents an attractive buying opportunity. It is advisable to prioritize investments in individual stocks that demonstrate third-quarter performance and robotics business advancements surpassing market expectations.