芝能科技出品2025年的人形机器人行业,因为特斯拉Optimus延期,还有国内初创公司的跟进速度,可以说经历了一场“预期与现实”的巨大落差。国内企业的订单兑现很泛娱乐化引发公众对人形机器人过度包装的考虑,这个新生的行业正在经历第一次真正的冷静期。可以说硬件的飞速进步掩盖了智能瓶颈,视频学习和世界模型尚未真正落地,而AI的泛化能力仍在摸索中。01对产量的高预期泡沫逐步进入现实期待如果说2023到...
Source Link芝能科技出品2025年的人形机器人行业,因为特斯拉Optimus延期,还有国内初创公司的跟进速度,可以说经历了一场“预期与现实”的巨大落差。国内企业的订单兑现很泛娱乐化引发公众对人形机器人过度包装的考虑,这个新生的行业正在经历第一次真正的冷静期。可以说硬件的飞速进步掩盖了智能瓶颈,视频学习和世界模型尚未真正落地,而AI的泛化能力仍在摸索中。01对产量的高预期泡沫逐步进入现实期待如果说2023到...
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