摩根士丹利分析师将2026年中国人形机器人销量预测提高了一倍。分析师们目前的销量预期为28000台，之前的预期为14000台，认为企业将接替政府、研发和娱乐业成为需求关键驱动力。

　　摩根士丹利分析师表示，由于主要参与者正在内部生产用于培训和验证的机器人，目前产量可能大大大于销售，“这表明零部件市场可能会比之前认为的更早实现规模化生产”。

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