近日,摩根士丹利发布研报《人形机器人100:绘制人形机器人价值链图谱》(简称《图谱》),称具身智能潜在市场总规模可达60万亿美元,并梳理了全球人形机器人产业链上的百强上市公司,包括82家已参与人形机器人领域的企业和18家被认为有潜力参与的企业。在这份《图谱》中,摩根士丹利首次系统梳理了全球人形机器人产业链上的100家核心上市公司,使产业链清晰呈现。在百强公司中,中国占35家,美国和加拿大占35家,...
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