[The concept of humanoid robots partially recovered, Mingxin Xuteng hit the daily limit] On September 1, the concept of humanoid robots partially recovered, Mingxin Xuteng hit the daily limit, Junchuang Technology rose by more than 10%, Yushu Technology, Megashares, Shanghai Yanpu, Meili Technology, Greatoo Intelligence, etc. followed suit. On the news, Goldman Sachs has significantly raised its forecast for the humanoid robot market in its latest global physical AI report. Global shipments are expected to increase from 75,000 units in 2026 to approximately 890,000 units in 2030, and reach approximately 6.5 million units in 2035, corresponding to a market size of approximately US$138.3 billion.