机器人的大脑先起飞了,身体还远吗?

Ofweek光电信息网
Aug 06

近期,A股的AI硬件跟着NVDA已跑出翻倍行情,作为同样映射美股走势的机器人板块,自我们在6月24日提到后,目前机器人ETF易方达(159530)已涨超20%。站在当下来看,北美四家CSP已确认明年AI投入还是高增长,昨晚美国大模型厂商开始了新一轮的AI竞争,我们可将AI视为机器人的大脑,当AI发展的越快,也会加快机器人的应用化。因此,AI从现在开始看明年的估值预期,机器人也该切换到明年的视角来看...

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