报告摘要1. 人形机器人优必选斩获AI 大模型公司超0.5 亿元订单随着海内外企业布局加速&AI 技术突破,人形机器有望迎来量产落地时点。在降本需求的驱动下,人形机器人核心零部件的国产替代需求强烈,市场空间广阔,率先取得突破的国内企业有望深度受益。灵巧手、大脑和轻量化是人形机器人商业化落地的关键环节,重点看好技术迭代和产业演进领先的国内生产厂商。2. 新能源汽车多家车企公布11 月新能源汽车交付/...
Source Link报告摘要1. 人形机器人优必选斩获AI 大模型公司超0.5 亿元订单随着海内外企业布局加速&AI 技术突破,人形机器有望迎来量产落地时点。在降本需求的驱动下,人形机器人核心零部件的国产替代需求强烈,市场空间广阔,率先取得突破的国内企业有望深度受益。灵巧手、大脑和轻量化是人形机器人商业化落地的关键环节,重点看好技术迭代和产业演进领先的国内生产厂商。2. 新能源汽车多家车企公布11 月新能源汽车交付/...
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