报告导读:海外头部人形机器人厂家加速产品迭代,国内加速布局人形机器人下游应用落地。投资建议:重点关注机器人整机厂商及机器人核心零部件供应商。特斯拉展示Optimus做家务等操作能力,Figure机器人已在宝马X3产线实现连续20小时轮班。特斯拉分享Optimus的操作能力展示视频,其在家庭环境中展现了扔垃圾、使用扫帚和吸尘器、撕纸巾、搅拌食物、开橱柜、关窗帘等多项家务能力。上述能力通过输入人类执行...
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