0大单?高盛报告“带崩”人形机器人板块,各家公司回应

金十数据
Nov 12, 2025

图片来源:界面图库界面新闻记者 |郭净净“大多数供应商都在积极规划中国和海外产能,以支持人形机器人的潜在量产,但尚无公司证实接获大额订单或已有明确的生产时间表。”市场流出的这份高盛调研报告结论,给火爆的机器人板块浇了一盆冷水。界面新闻记者从高盛处获得了这份发布于11月7日的人形机器人供应链调研报告,证实上述内容。11月7日、10日、11日,机器人概念指数(884126.WI)、人形机器人概念指数(...

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