瑞财经 严明会近日,中信建投研报分析人形机器人产业链投资机遇称,Optimus V3持续预热,建议聚焦优质环节。特斯拉Gen3发布节奏等整体符合预期,产品量产规划明确。Optimus将是通用机器人,可以通过观察人类行为等方式来学习完成任务。特斯拉正引领全球“物理AI”产业变革,人形机器人作为其核心支柱之一,持续进行“数据—算法—硬件”闭环迭代。产品也有望逐步从B端向C端延伸,逐步打开人形百万台预期...
Source Link瑞财经 严明会近日,中信建投研报分析人形机器人产业链投资机遇称,Optimus V3持续预热,建议聚焦优质环节。特斯拉Gen3发布节奏等整体符合预期,产品量产规划明确。Optimus将是通用机器人,可以通过观察人类行为等方式来学习完成任务。特斯拉正引领全球“物理AI”产业变革,人形机器人作为其核心支柱之一,持续进行“数据—算法—硬件”闭环迭代。产品也有望逐步从B端向C端延伸,逐步打开人形百万台预期...
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