高盛:对宇树科技的调研,人形机器人技术拐点仍不明朗,其能力尚不足以处理多种通用任务

地平线全球策略
27 Feb

高盛今天跑到宇树科技做了调研,调研结论是:人形机器人技术拐点仍不明朗,其能力尚不足以处理多种通用任务。预计人形机器人出货步伐慢于市场预期,需要更长时间才能迎来由AI赋能的机器人。现阶段的投资机会仍然在于供应链零部件企业..一些要点:1/ 关于宇树H1人形机器人:功能包括行走和跳舞,硬件性能和自主平衡能力文件,归功于公司在机器狗开发过程中积累了丰富的运动控制经验。问题在于,截止目前H1只有19个...

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