大摩“人形机器人100”新动向:游戏与网安企业成新宠?

机器人网
Jun 20, 2025

摩根士丹利近期对其“人形机器人100”股票清单进行了更新,此次调整不仅涵盖了传统的芯片和机器人企业,还首次将游戏开发商和网络安全公司纳入其中。这一变动显示了华尔街巨头对人形机器人概念的边界正在不断拓展。据悉,摩根士丹利将入选该清单的企业定义为“实体人工智能的关键赋能者”。在此逻辑框架下,分析师们精心挑选了一系列企业,其中包括Unity、Roblox、Take-Two、CyberArk以及派拓网络。...

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