智通财经APP获悉,东吴证券发布研报称,展望26年,人形机器人板块会逐步收敛,一方面特斯拉(TSLA.US)Optimus从实验室阶段正式走向量产,因此需要关注量产确定性标的,其次预期差该行认为来自于一些新技术方向(提升效能or大幅降本)。确定性方向主要包括Tier1&丝杠&减速机等环节,供应链逐步进入缩圈状态;国产头部厂商有望量产。此外,机器人弹性标的需关注技术迭代&降本方向。东吴证券主要观点...
Source Link智通财经APP获悉,东吴证券发布研报称,展望26年,人形机器人板块会逐步收敛,一方面特斯拉(TSLA.US)Optimus从实验室阶段正式走向量产,因此需要关注量产确定性标的,其次预期差该行认为来自于一些新技术方向(提升效能or大幅降本)。确定性方向主要包括Tier1&丝杠&减速机等环节,供应链逐步进入缩圈状态;国产头部厂商有望量产。此外,机器人弹性标的需关注技术迭代&降本方向。东吴证券主要观点...
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