马斯克关于“20年后或有1000亿台人形机器人(886069)”的预测,再次把一个科幻式问题推到产业和资本市场面前:如果机器人可以助老护幼、承担工作,社会分工、制造业和家庭服务业会如何变化?但对今天的产业参与者而言,真正紧迫的问题不是1000亿台能否实现,而是眼下卖出去的每一台机器人,是否有人愿意持续付费;每一份产能规划,是否有订单、良率和现金流支撑。这是一条从融资到研发、从样机到交付、从收入到...
Source Link马斯克关于“20年后或有1000亿台人形机器人(886069)”的预测,再次把一个科幻式问题推到产业和资本市场面前:如果机器人可以助老护幼、承担工作,社会分工、制造业和家庭服务业会如何变化?但对今天的产业参与者而言,真正紧迫的问题不是1000亿台能否实现,而是眼下卖出去的每一台机器人,是否有人愿意持续付费;每一份产能规划,是否有订单、良率和现金流支撑。这是一条从融资到研发、从样机到交付、从收入到...
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