The Bot Brief

"There is no force on earth more powerful than an idea whose time has come." - Victor Hugo

Bots In The News:

鉴于围绕俄罗斯入侵乌克兰的世界活动，毫不奇怪的是，该机器人指数的四个国防股是推动本周指数增长1.05％的表演者之一。洛克希德·马丁（Lockheed Martin）以强劲的6％的速度领先获利者，而无人机制造商Aerovironment则增加了4.7％。雷神技术上涨了5％，诺斯鲁普·格鲁曼（Northrup Grumman）增长了4.7％。

同样，毫不奇怪的是，失败者都受到地缘政治不稳定的影响。中国电动汽车制造商Nio Ltd.下跌了9.52％，特斯拉的电动汽车公司下跌了近5½％。两者都被投资者标记为中国与俄罗斯之间的关系以及潜在的贸易制裁。此外，台湾科技公司Hiwin Technologies在新闻的最前沿，“入侵躁狂症”下降了4％。

战争机器人：

正如我们一直听到的那样，“机器人的力量是执行人类传统上要执行的危险，肮脏和贬低的工作。”显然，这种情绪涉及战争问题，无人机，无人驾驶汽车，防空系统和AI已被用来扩大战场上士兵的作用。乌克兰目前的冲突不仅提出了武装参与涉及的机器人的明显方面，还揭示了机器人可以执行的心理影响的另一个特征。

Unlike Soviet era acceptance of mass casualties, following the conflicts in Afghanistan and Chechnya, modern Russia has cultivated a reduced tolerance for battlefield casualties. As a result, an unmanned armored vehicle, the uran-9, was developed and reasonably successfully used in the ongoing Syrian civil war. With protests of his incursion into Ukraine, Vladimir Putin recognizes the thin line in which he is crossing abroad and within the Russian people. As was reported this weekend, Russian troops have brought in a mobile crematorium. The only reason for this extraordinary employment is to obfuscate the number of casualties experienced by both Russian troops and Ukrainian citizens and armed forces. Such is the fear of Vladimir Putin on his reputation and legacy within Russia. Consequently, to reduce battlefield casualties, the uran-9 has likely been employed as an ‘advance’ weaponry into the streets of Kiev. With a two-mile range, the unmanned tactical vehicle can perform many of the extremely vulnerable tasks such as securing bridges, airport runways and transportation facilities that would normally fall on exposed troops. In other words, robots and unreported vaporized Russian casualties will help allay Putin’s concern over civil unrest and, perhaps, allow his expansive ego to remain intact.

Member: American Economic Association, Society of Professional Journalists, United States Press Association. Institute of Chartered Financial Analysts, Robotic Industries Association, Member IEEE.

The Bot Brief is a weekly newsletter designed for economists, investment specialists, journalists, and academicians. It receives no remuneration from any companies that may from time to time be featured in the brief and its commentaries, analysis, opinions, and research represent the subjective view of Balcones Investment Research, LLC. Due to the complex and rapidly changing nature of the subject matter, the company makes no assurances as to the absolute accuracy of material presented.