2月27日,华泰证券发表研究报告称:2025年全球机器人产业有望进入从0到1突破的关键节点,除特斯拉布局较早外,国内亦涌现出优必选、宇树科技、智元机器人等优秀公司,同时苹果、Meta、华为、小米、比亚迪等众多大厂计划入局。据高工机器人产业研究所(GGI)预测,2024年全球人形机器人市场规模10.17亿美元,2030年有望达到150亿美元,CAGR 56%,机器人有望带来计算芯片端侧新需求。认为:...
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