海外人形机器人即将落地,板块的确定性有望上升。此前,市场看到较多零部件公司纷纷推出人形机器人产品,因此担忧市场格局的不确定性,但我们认为随着特斯拉V3 机器人的落地,技术路线和供应链有望在Q4 收敛,并为板块注入确定性。特斯拉V3 机器人有望于Q4 落地。我们看到特斯拉Q2 财报电话会明确机器人进展节奏,马斯克表示第三代人形机器人Optimus 原型将在3 个月内完成,并计划在26年初开始生产,...
Source Link海外人形机器人即将落地,板块的确定性有望上升。此前,市场看到较多零部件公司纷纷推出人形机器人产品,因此担忧市场格局的不确定性,但我们认为随着特斯拉V3 机器人的落地,技术路线和供应链有望在Q4 收敛,并为板块注入确定性。特斯拉V3 机器人有望于Q4 落地。我们看到特斯拉Q2 财报电话会明确机器人进展节奏,马斯克表示第三代人形机器人Optimus 原型将在3 个月内完成,并计划在26年初开始生产,...
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