中信證券:人形機器人發展趨勢明確 關注相關催化下的投資機會
中信證券研報指出,在世界人工智能大會(WAIC2024)的引領下,可以關注到人形機器人產業三大新趨勢:軟硬件加速融合,國產人形機器人廠商與本土大模型合作更為密切;人形機器人工廠試驗加速,頭部廠商已有小批量訂單交付,商業落地進入偏早期階段;行業融資事件迭起,初創企業持續得到險資青睞。人形機器人發展趨勢明確,板塊有望進入下一輪密集催化期,建議關注相關催化下的投資機會。
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