According to the research report issued by CITIC Construction Investment, the humanoid robot sector has seen a retracement of its cumulative gains from September. CITIC Construction Investment holds the view that, as we stand on the cusp of a pivotal turning point for the realization of the 0-1 industrialization trend, the underlying fundamentals are advancing as expected. The recent short-term market correction could be attributed to a weakening in the technology growth narrative, amid rising expectations of tariff hikes, as well as profit-taking activities by early investors. Since October, there has been a period of calm ahead of the unveiling of the third-generation prototype of Optimus and the announcement of order placements. Tesla's third-quarter earnings report on October 23 and its shareholder meeting on November 7 will serve as crucial observation windows. The current market pullback, driven by liquidity fluctuations, presents an attractive buying opportunity. Individual stocks with third-quarter results and robot business progress surpassing market expectations should be prioritized for portfolio allocation.