摩根士丹利将2026年中国人形机器人销量预测提高一倍

环球市场播报

01/22

　　摩根士丹利分析师将2026年中国人形机器人销量预测提高了一倍。分析师们目前的销量预期为28000台，之前的预期为14000台，认为企业将接替政府、研发和娱乐业成为需求关键驱动力。

　　摩根士丹利分析师表示，由于主要参与者正在内部生产用于培训和验证的机器人，目前产量可能大大大于销售，“这表明零部件市场可能会比之前认为的更早实现规模化生产”。

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href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-22/doc-inhicwuz7449194.shtml\">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":"LU2089283258.USD","symbol_name":"安联环球可持续基金Cl AM Dis","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-22/doc-inhicwuz7449194.shtml","article_id":"2605453143","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2605453143","pubTimestamp":1769049240,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"摩根士丹利分析师将2026年中国人形机器人销量预测提高了一倍。分析师们目前的销量预期为28000台，之前的预期为14000台，认为企业将接替政府、研发和娱乐业成为需求关键驱动力。\n　　摩根士丹利分析师表示，由于主要参与者正在内部生产用于培训和验证的机器人，目前产量可能大大大于销售，“这表明零部件市场可能会比之前认为的更早实现规模化生产”。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2089283258.USD":"安联环球可持续基金Cl AM 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