机械行业周报:META入局人形机器人 工程机械需求持续复苏

国泰君安证券股...
17 Feb

本报告导读:上周(2025/2/10-2025/2/14)机械设备指数涨跌幅为+0.23%。关注人形机器人等领域科技创新,工程机械销量回升,半导体设备自主可控需求强化。投资要点:Meta将开发AI 驱动的人形机器人。根据彭博社消息,Meta 计划在Reality Labs 内部成立一个新部门。该部门聚焦研发AI 驱动人形机器人,辅助物理任务。首席技术官Andrew Bosworth 备忘录中透露,...

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