國金證券：緊抓THB（特斯拉、華為、字節）主線關注低估值龍頭

中國金融信息網

2025/04/24

轉自：新華財經

新華財經北京4月24日電國金證券研報表示，量是人形機器人的核心矛盾點，本體：從巨頭獨舞到百花齊放。2024年我們認為機器人產業主要是巨頭獨舞，因為機器人是大模型公司必爭賽道，機器人是現實世界數據的入口和商業變現的出口。2025年以Deepseek為代表的大模型開源趨勢加速，大腦成本和壁壘下降，機器人作為應用終端將步入百花齊放狀態。2025年THB等陸續步入供應鏈確認階段，供應鏈技術和產品迭代以及客戶資源能力將成為能否進入頭部供應鏈的最核心要素。

編輯：劉銘

海量資訊、精準解讀，盡在新浪財經APP

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href=\"https://laohu8.com/S/600109\">國金證券</a></span><span></span>研報表示，量是人形<span>機器人</span><span></span>的核心矛盾點，本體：從巨頭獨舞到百花齊放。2024年我們認為機器人產業主要是巨頭獨舞，因為機器人是大模型公司必爭賽道，機器人是現實世界數據的入口和商業變現的出口。2025年以Deepseek為代表的大模型開源趨勢加速，大腦成本和壁壘下降，機器人作為應用終端將步入百花齊放狀態。2025年THB等陸續步入供應鏈確認階段，供應鏈技術和產品迭代以及客戶資源能力將成為能否進入頭部供應鏈的最核心要素。</p><p cms-style=\"font-L align-right\">編輯：劉銘</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/jjxw/2025-04-24/doc-ineufnky2416482.shtml\">中國金融信息網</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2471134796.USD","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) 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國金證券：緊抓THB（特斯拉、華為、字節）主線 關注低估值龍頭

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國金證券：緊抓THB（特斯拉、華為、字節）主線關注低估值龍頭