【中金公司：AI玩具行业正逐步向“情感服务终端”变革】金十数据4月2日讯，中金公司研报表示，AI玩具以“人机共情”与“IP生态矩阵”为核心，实现线下场域内的“AI陪伴”，打造“沉浸式陪伴”新范式。当前，国内外已有多家厂商入局，各项科技、消费展会上的AI玩具出现频次逐步提升。在AI+IP赋能下，AI玩具行业正逐步向“情感服务终端”变革。中金公司表示，未来AI玩具市场的发展，关键在于人群渗透与拓展，仍需关注儿童隐私、使用安全等风险。挑战主要体现在两个层面：技术能否进一步升级融合，提升交互流畅度、情感响应精度等；往更远的未来看，赛道是否会被更大容量的全屋智能家居、通用家庭机器人等替代。
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