机器人题材火热的核心逻辑1、标杆企业技术落地带动产业链预期特斯拉作为人形机器人领域标杆,近期披露新版 Optimus 关节优化与工厂试点进展,量产节奏超市场预期。从产业链逻辑看,其量产计划标志着人形机器人从技术验证迈向商业化,将直接拉动上游核心零部件需求 —— 进入特斯拉供应链的企业不仅能获得长期订单,技术标准还可能成为行业参考,相关企业率先受关注,进而带动板块情绪升温。2、政策与产业需求的双向...
Source Link机器人题材火热的核心逻辑1、标杆企业技术落地带动产业链预期特斯拉作为人形机器人领域标杆,近期披露新版 Optimus 关节优化与工厂试点进展,量产节奏超市场预期。从产业链逻辑看,其量产计划标志着人形机器人从技术验证迈向商业化,将直接拉动上游核心零部件需求 —— 进入特斯拉供应链的企业不仅能获得长期订单,技术标准还可能成为行业参考,相关企业率先受关注,进而带动板块情绪升温。2、政策与产业需求的双向...
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