摩根士丹利將2026年中國人形機器人銷量預測提高一倍

環球市場播報

01/22

　　摩根士丹利分析師將2026年中國人形機器人銷量預測提高了一倍。分析師們目前的銷量預期為28000台，之前的預期為14000台，認為企業將接替政府、研發和娛樂業成為需求關鍵驅動力。

　　摩根士丹利分析師表示，由於主要參與者正在內部生產用於培訓和驗證的機器人，目前產量可能大大大於銷售，「這表明零部件市場可能會比之前認為的更早實現規模化生產」。

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href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>分析師將2026年中國人形機器人銷量預測提高了一倍。分析師們目前的銷量預期為28000台，之前的預期為14000台，認為企業將接替政府、研發和娛樂業成為需求關鍵驅動力。</p>\n<p>　　摩根士丹利分析師表示，由於主要參與者正在內部生產用於培訓和驗證的機器人，目前產量可能大大大於銷售，「這表明零部件市場可能會比之前認為的更早實現規模化生產」。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：於健 SF069</p>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-22/doc-inhicwuz7449194.shtml\">環球市場播報</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2271345857.HKD","symbol_name":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) 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