随着人形机器人赛道持续走热,如何把握产业红利成为投资者核心关切。巴克莱最新报告指出,当前规模20-30亿美元的人形机器人市场,2030年有望增至250亿美元,2035年基本情境下达400亿美元,乐观情境下或将突破2000亿美元,未来十年增长潜力显著。报告明确三大投资主线。零部件领域率先受益,花旗重点看好德国舍弗勒集团,其可提供人形机器人所需超50%零部件,已向14家制造商交付原型订单,近期还达成向...
Source Link随着人形机器人赛道持续走热,如何把握产业红利成为投资者核心关切。巴克莱最新报告指出,当前规模20-30亿美元的人形机器人市场,2030年有望增至250亿美元,2035年基本情境下达400亿美元,乐观情境下或将突破2000亿美元,未来十年增长潜力显著。报告明确三大投资主线。零部件领域率先受益,花旗重点看好德国舍弗勒集团,其可提供人形机器人所需超50%零部件,已向14家制造商交付原型订单,近期还达成向...
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