国泰海通|机械:富士康与英伟达联手,有望打造人形机器人具身智能落地标杆

国泰君安证券研究
25 Jun

报告导读:英伟达与富士康商谈休斯顿工厂人形机器人部署,具身智能/人形机器人场景落地望成行业里程碑。投资建议:据路透社报道,英伟达和富士康正在就人形机器人在富士康休斯顿新工厂的部署进行商谈,目标于2026年第一季度前完成部署。我们认为,人形机器人未来发展的关键在于应用场景的实质性落地,而场景落地深度依赖具身智能技术的迭代突破。若富士康产线实现人形机器人的成功引入,将对人形机器人的产业化进程产生重要的...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10