高盛认为,春晚人形机器人表演标志着中国人形机器人硬件工程取得显著进步,但真实AI能力仍待检验。分析师预测2026-2027年出货量将从2万台飙升至7.6万台,实现数倍增长。短期内供应链股或迎热潮,但需警惕电动车市场压力和原材料涨价风险。长期突破取决于AI"世界模型"技术进化,这将决定2035年138万台目标能否达成。高盛表示,2026年央视春晚人形机器人表演标志着中国机器人硬件工程取得显著进步,但...
Source Link高盛认为,春晚人形机器人表演标志着中国人形机器人硬件工程取得显著进步,但真实AI能力仍待检验。分析师预测2026-2027年出货量将从2万台飙升至7.6万台,实现数倍增长。短期内供应链股或迎热潮,但需警惕电动车市场压力和原材料涨价风险。长期突破取决于AI"世界模型"技术进化,这将决定2035年138万台目标能否达成。高盛表示,2026年央视春晚人形机器人表演标志着中国机器人硬件工程取得显著进步,但...
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