国君汽车:从智驾发展路径看人形机器人产业进程

格隆汇
25 Feb

本文来自格隆汇专栏:国泰君安证券研究 作者:吴晓飞、管正月摘要:投资建议:汽车是人形机器人重要应用场景之一,汽车厂商在精密制造、大批量以及人才、资金上具备优势,人形机器人将成为汽车行业重要延伸方向。特斯拉是人形机器人产业的引领者之一。2025年是人形机器人的量产元年,产业链值得期待。随着人工智能的发展和软硬件的持续优化,人形机器人的商业化加速落地,头部厂商特斯拉的Optimus计划在2025年步入...

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