CES上的“物理AI”拐点:Robotaxi走向规模化,人形机器人供应链悄然形成

华尔街见闻
Jan 14

2026年或许是AI大规模进军物理世界的开始——从行走的机器人到自动驾驶汽车,AI正在积累生态硬件。据追风交易台消息,德意志银行1月13日发布的研报显示,该行分析师团队在上周参加了拉斯维加斯的CES展会,感受到了市场热度和相关性的显著飙升。该行指出,车辆自动驾驶(Robotaxi + 消费级L4)以及最引人注目的人形机器人占据了展会的中心舞台。德意志银行在报告中总结道:“总体而言,我们预测2026...

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