黑芝麻智能(2533.HK):关注机器人计算平台以及新合作布局

华泰证券
Nov 24, 2025

11 月20 日,黑芝麻智能在上海举行发布会,推出面向机器人产业的SesameX 多维智能计算平台。黑芝麻智能在机器人和光通信领域的布局正持续推进,展现出强劲的增长潜力。在机器人领域,公司推出的多维智能计算平台标志着其进入机器人产业的重大一步,注重安全性与智能化,推动产品迅速落地并应用于现实场景。11 月19 日,黑芝麻智能公布与中际旭创的战略合作也将推动芯片与光模块的融合发展,为未来的智能汽车和...

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