摩根大通——发那科(6954.T)新产品/技术发布会要点:宣布与英伟达合作布局物理人工智能(附下载)

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Dec 06, 2025

免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载摩根大通——发那科(6954.T)新产品/技术发布会要点:宣布与英伟达合作布局物理人工智能精华翻译• 核心合作与技术布局:发那科在2025年国际机器人展览会前夕宣布与英伟达合作落地物理人工智能,短期对 earnings 影响有限,但长期有望扭转其在该领域相对安川电机及中国企业的滞后局面。合作将借助英伟达机器人计算机(NVIDIA...

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