摩根士丹利看好苹果机器人业务：Apple智能铺路，征战万亿级赛道

机器人网

11/10

摩根士丹利（Morgan Stanley）分析师发布报告称，苹果的下一个重要业务线将从手机和头戴设备扩展至机器人领域。报告预测，苹果尚未推出的机器人业务到 2040 年可能创造约 1300 亿美元（IT之家注：现汇率约合 9256.23 亿元人民币）的年收入，这一规模不仅与当前 App Store 的体量相当，更将远超 Mac（年收入约 290 亿美元）和 iPad 业务的总和，甚至比 2024 ...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2582812684"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2582812684\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2582812684?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-11-10 09:14","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2582812684","market":"us","top_or_hot":-1,"title":"摩根士丹利看好苹果机器人业务：Apple智能铺路，征战万亿级赛道","media":"机器人网","content":"<div>\n<p>摩根士丹利（Morgan Stanley）分析师发布报告称，苹果的下一个重要业务线将从手机和头戴设备扩展至机器人领域。报告预测，苹果尚未推出的机器人业务到 2040 年可能创造约 1300 亿美元（IT之家注：现汇率约合 9256.23 亿元人民币）的年收入，这一规模不仅与当前 App Store 的体量相当，更将远超 Mac（年收入约 290 亿美元）和 iPad 业务的总和，甚至比 2024 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111009141694fa308c&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利看好苹果机器人业务：Apple智能铺路，征战万亿级赛道</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利看好苹果机器人业务：Apple智能铺路，征战万亿级赛道\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 09:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111009141694fa308c&s=b><strong>机器人网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利（Morgan Stanley）分析师发布报告称，苹果的下一个重要业务线将从手机和头戴设备扩展至机器人领域。报告预测，苹果尚未推出的机器人业务到 2040 年可能创造约 1300 亿美元（IT之家注：现汇率约合 9256.23 亿元人民币）的年收入，这一规模不仅与当前 App Store 的体量相当，更将远超 Mac（年收入约 290 亿美元）和 iPad 业务的总和，甚至比 2024 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111009141694fa308c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0354030438.USD","symbol_name":"富国美国大盘成长基金Cl A Acc","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111009141694fa308c&s=b","article_id":"2582812684","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111009141694fa308c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2582812684","pubTimestamp":1762737249,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"摩根士丹利分析师发布报告称，苹果的下一个重要业务线将从手机和头戴设备扩展至机器人领域。报告具体描绘了苹果的机器人产品路线图。苹果的首款产品预计是一款电动桌面助理机器人，计划于 2027 年推出。摩根士丹利认为，机器人技术，或称“具身智能”，是继移动互联网后的下一个重大平台变革。届时，机器人业务将成为苹果仅次于 iPhone 的第二大业务线。苹果进军机器人领域的底气在于其成熟的生态整合能力。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4170":"电脑硬件、储存设备及电脑周边","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","BK4598":"佩洛西持仓","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0238689110.USD":"贝莱德环球动力股票基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","MACW.SI":"APPLE 3xLongSG261006","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","AAPL":"苹果","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","SG9999015978.USD":"利安颠覆性创新基金A","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD"},"translate_title":"Morgan Stanley is optimistic about Apple's robotics business: Apple's intelligence paves the way to compete on the trillion-level track","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.5},"content_text":"摩根士丹利（Morgan Stanley）分析师发布报告称，苹果的下一个重要业务线将从手机和头戴设备扩展至机器人领域。报告预测，苹果尚未推出的机器人业务到 2040 年可能创造约 1300 亿美元（IT之家注：现汇率约合 9256.23 亿元人民币）的年收入，这一规模不仅与当前 App Store 的体量相当，更将远超 Mac（年收入约 290 亿美元）和 iPad 业务的总和，甚至比 2024 年服务业务的 960 亿美元高出约 35%。报告具体描绘了苹果的机器人产品路线图。苹果的首款产品预计是一款电动桌面助理机器人，计划于 2027 年推出。该设备能够移动并追踪用户，协助处理家庭或办公室的日常简单任务。摩根士丹利认为，机器人技术，或称“具身智能”（embodied AI），是继移动互联网后的下一个重大平台变革。如果苹果能抓住这个机遇，到 2040 年有望占据全球机器人市场约 9% 的份额。摩根士丹利估计，到 2050 年，全球具身人工智能市场规模可能达到 5 万亿美元（现汇率约合 35.6 万亿元人民币），这将为苹果公司提供将其生态系统从屏幕扩展到动态领域的契机。在更乐观的预测下，苹果市场份额可能高达 22%，年收入将接近 3000 亿美元，足以媲美目前 iPhone 的业务规模。届时，机器人业务将成为苹果仅次于 iPhone 的第二大业务线。苹果进军机器人领域的底气在于其成熟的生态整合能力。公司通过自研芯片（Apple Silicon）、操作系统和软件服务，打通了超过二十亿台活跃设备。苹果智能（Apple Intelligence）被视为连接现有生态与未来机器人业务的关键桥梁。这项技术为机器人提供了感知、推理和实时学习等核心能力，让其不再是简单的移动设备，而是真正有用的智能体。此外，过往的“Titan”造车项目和Daisy回收机器人，已为苹果在传感器融合、移动技术和机械工程方面积累了宝贵经验。分析师指出，苹果近期在机器人相关领域的招聘、专利活动以及与供应商的合作，都表明其正在为规模化生产做准备。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}