Last night, Tesla’s stock surged 4% after the US market closed—a big move like this definitely signals major news behind the scenes. When there’s turbulence in overseas markets, A-shares have always responded closely, so this time the Tesla concept stock chain is likely to get stirred up too.

Speaking of industry chain targets, a few familiar names need to be highlighted: Top Group (601689) specializes in lightweight chassis and has now expanded into the robotics sector; Sanhua Intelligent Controls (002050) holds core thermal management technology and is also involved in robot actuators; Xusheng Group (603305) has been supplying aluminum alloy die-cast parts for a long time and is now rolling out its robotics business as well.

Joyson Electronics (600699) focuses on smart cockpits and safety systems, Zhejiang Rongtai (603119) develops hardcore parts like thermal runaway protection and is also betting on the robotics industry. Huayu Automotive (600741) supplies visual radar modules, while Dongshan Precision (002384) provides structural components—each player on this industry chain has its own expertise.

If the rally overseas can be transmitted here, these targets might have potential. To see how the market moves, keep a close eye on the opening.