机器人产业跟踪:龙头引领下的灵巧手即将升级 景气度有望提升

东方证券股份有...
Sep 14

特斯拉灵巧手升级迭代,新一代灵巧手自由度有望增加。目前特斯拉机器人的灵巧手技术已经多次迭代,从第一代灵巧手的11 个自由度提升到第三代灵巧手的22 个自由度,并实现了更多灵活的动作和功能。近期马斯克表示特斯拉的第三代Optimus 的灵巧手将更加灵活,每个手臂有26 个执行器。我们认为特斯拉新一代灵巧手的自由度将继续增加,并有望引领产业升级。从大模型发展角度看,灵巧手产业有望跟随特斯拉升级。我们...

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