中信建投证券:深度挖掘“AI+机器人”的投资机会

中国金融信息网
Apr 21, 2025

转自:新华财经

新华财经上海4月21日电 中信建投证券研报表示,经过马拉松赛事长距离、长时间的测试,人形机器人核心零部件的性能和可靠性、整机稳定性得到进一步提升。

上周末人形机器人半马得到广泛关注,中信建投证券认为,人形机器人行业尚处于量产化初期,现场暴露的问题将倒逼产业优化升级。中信建投证券建议,不拘泥于“人形”深度挖掘“AI+机器人”的投资机会,比如外骨骼机器人、灵巧手和传感器等方向的商业化落地更快,放量节奏不以人形机器人放量为必然前提,并且后续有望得到持续的数据验证。

编辑:林郑宏

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