人形机器人浪潮席卷而来,各大科技巨头纷纷入局,争夺未来智能制造和服务的制高点。汇丰预计,在基准情形下,人形机器人的市场规模将从2025年的9亿美元增长到2034年的730亿美元。而鉴于人形机器人尚未进入量产阶段,供应链仍可能发生变化。 2月28日,汇丰分析师Helen Fang、Kenneth Chin、Jennifer Pan发布了研报,重点关注了三家领先的人形机器人公司:特斯拉、宇树科技和...
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