看好固态电池、碳化硅等多个方向

明日看好固态电池、碳化硅等多个方向。2025年9月2日，亿纬锂能固态电池研究院成都量产基地揭牌，“龙泉二号”全固态电池下线；网传英伟达拟将处理器中间基板材料换为碳化硅。近日特斯拉为马斯克公布含交付百万台人形机器人目标的薪酬方案。此外，半导体、ASIC、有色金属、商业航天等领域也有新动态。舆情热度方面，深空、固态电池等板块受关注。锂电因多种因素基本面向上，9月电池排产预增。战略金属获美关税豁免，相关企业有望估值重估。

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• 板块名称 ["固态电池","碳化硅","人形机器人","半导体","ASIC","有色金属","商业航天","深空","机器人","AI眼镜"]
• 固态电池、有色金属、关税豁免
• 看多看空 文本中多个板块呈现积极发展态势，如固态电池产业化进程加速、有色金属因美联储降息概率提升受益、战略金属获美关税豁免迎来估值重估窗口等，这些因素都表明A股市场具有较多的投资机会和上涨潜力，所以看多A股。