花旗的研究报告引述管理层指,优必选(09880.HK) 维持今年工业人形机器人出货量4,000至5,000台的目标,双足与轮式机器人各占五成。虽然目前约三分之二的人形机器人需求来自政府数据训练中心,但预期未来1至2年工业用户的订单将逐步取代训练中心。该行提到,优必选相信EBITDA有望于2026年下半年实现盈利,并预期明年可录得纯利。此外,优必选即将推出自研仿真平台,以减少对英伟达(NVDA.US...
Source Link花旗的研究报告引述管理层指,优必选(09880.HK) 维持今年工业人形机器人出货量4,000至5,000台的目标,双足与轮式机器人各占五成。虽然目前约三分之二的人形机器人需求来自政府数据训练中心,但预期未来1至2年工业用户的订单将逐步取代训练中心。该行提到,优必选相信EBITDA有望于2026年下半年实现盈利,并预期明年可录得纯利。此外,优必选即将推出自研仿真平台,以减少对英伟达(NVDA.US...
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