Yangsirisme
02-26
龙头不是宇树科技吗？怎么又成特斯拉了
德银人形机器人重磅报告：今明两年加速爆发，特斯拉、Figure领衔的万亿美元市场机遇
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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王皓_2192
02-27
王皓_2192
哈哈哈哈，玩 A 股去吧
Yangsirisme
:
你傻吧，宇树又没上市，还有别觉得美股比a股就好，今年美股跑不赢大a
62d1db65
02-27
62d1db65
你是来搞笑的吗？
Yangsirisme
:
哪里搞笑了，用数据说话
大赢家山姆哥
02-26
大赢家山姆哥
[笑哭]
什么也没有了～
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21:00","market":"us","language":"zh","title":"德银人形机器人重磅报告：今明两年加速爆发，特斯拉、Figure领衔的万亿美元市场机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2514834540","media":"华尔街见闻","summary":"德银认为，人形机器人将在未来十年内迎来大规模生产和广泛应用。到2035年，人形机器人市场规模预计将达到750亿美元；到2050年，市场规模有望达到1万亿美元，全球销量可能突破7000万台。","content":"<html><head></head><body><blockquote><p><strong>德银认为，人形机器人将在未来十年内迎来大规模生产和广泛应用。到2035年，人形机器人市场规模预计将达到750亿美元；到2050年，市场规模有望达到1万亿美元，全球销量可能突破7000万台。</strong></p></blockquote><p>在AI全面爆发的今天，人形机器人亿从科幻小说走向现实。</p><p>德银近日发布的研究报告为我们揭示了这一领域的巨大潜力。报告指出，人形机器人将在未来十年内迎来大规模生产和广泛应用，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和Figure等公司正引领着这一科技革命。</p><p>德银报告对人形机器人市场的未来规模进行了大胆预测。<strong>到2035年，人形机器人市场规模预计将达到750亿美元；到2050年，市场规模有望达到1万亿美元，全球销量可能突破7000万台。</strong></p><p>随着家用人形机器人的逐步普及，它们将在家庭与工业等多个领域发光发热，扭转传统产业结构。</p><h2 id=\"id_2903398471\">未来五年：生产加速，需求攀升</h2><p>根据<a href=\"https://laohu8.com/S/DB\">德意志银行</a>的分析，2024年将是人形机器人在工厂及仓库应用测试蓬勃发展的开始，而2025至2026年将是人形机器人生产加速的关键时期。特斯拉、Figure及Agility等公司已经设定了积极的生产计划。</p><p>特斯拉无疑是人形机器人领域的领头羊。根据德银报告，<strong>特斯拉计划在2025年生产数千台人形机器人用于工厂测试，并计划在2026年将产量扩大到5万至10万台，到2027年进一步扩大到50万台。</strong></p><p>与此同时，Figure也不甘示弱。<strong>该公司计划在未来四年生产10万台人形机器人，年均产量约2.5万台。</strong>Figure的人形机器人结合了先进的人工智能技术，能够在制造业、物流和服务业中执行复杂任务。Agility Robotics在美国的生产能力也将在首年达到数百台，并计划在未来几年扩大到1万台。</p><p>德银报告指出，人形机器人在工业领域的应用已经取得了显著进展。宝马、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、奔驰等汽车制造商已经开始测试人形机器人在汽车制造中的应用，而<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Ocado和GXO等物流和仓储服务提供商也在探索人形机器人在物流操作中的潜力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86cd8552815b4a1f0f9ce3427d27f7d1\" tg-width=\"865\" tg-height=\"454\"/></p><p>然而，人形机器人的潜力远不止于此。德银预测，<strong>到2050年，人形机器人将广泛应用于家庭、酒店和制造业。</strong>人形机器人不仅可以执行危险和重复性的工作，还可以在家庭中提供陪伴、家务协助等服务。</p><h2 id=\"id_3265551504\">市场规模与投资机会：万亿美元的蓝海市场</h2><p>德银报告对人形机器人市场的未来规模进行了大胆预测。<strong>到2035年，人形机器人市场规模预计将达到750亿美元，到2050年则有望突破1万亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/390f7dae53289b0c955cea8da5cae4ed\" tg-width=\"1024\" tg-height=\"489\"/></p><p>人形机器人制造商的数量也在快速增加，德银将这些制造商分为四类：<strong>独立供应商、以AI为基础的供应商、传统汽车制造商和研究实验室。</strong>比如，Figure在AI领域的投资获得了来自<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和OpenAI的支持，使得其产品具有更强的智能化能力。随着技术的不断进步，参与市场的公司将逐渐增多。</p><p>在成本方面，德银预计人形机器人的成本将随着生产规模的扩大而显著降低。到2050年，人形机器人的单价可能降至1.5万美元。这一价格的降低将使更多企业和家庭能够负担得起人形机器人，从而推动其广泛应用。</p><p><strong>人形机器人市场的快速发展离不开政策支持和行业标准的建立。</strong>德银报告指出，中国政府出台了一系列政策支持人形机器人行业的发展，包括技术创新、产业链建设和行业标准制定。</p><p>德银还指出，行业标准的建立对于人形机器人市场的健康发展至关重要。包括人形机器人分类、分级应用指南等在内的行业标准将为人形机器人的研发、生产和应用提供指导，推动行业的可持续发展。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n德银人形机器人重磅报告：今明两年加速爆发，特斯拉、Figure领衔的万亿美元市场机遇\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-26 21:00 北京时间 <a href=https://wallstreetcn.com/articles/3741941><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>德银认为，人形机器人将在未来十年内迎来大规模生产和广泛应用。到2035年，人形机器人市场规模预计将达到750亿美元；到2050年，市场规模有望达到1万亿美元，全球销量可能突破7000万台。在AI全面爆发的今天，人形机器人亿从科幻小说走向现实。德银近日发布的研究报告为我们揭示了这一领域的巨大潜力。报告指出，人形机器人将在未来十年内迎来大规模生产和广泛应用，特斯拉和Figure等公司正引领着这一科技...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741941\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76a06e178998271198d73640d060e1e0","relate_stocks":{"BK4598":"佩洛西持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE 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Robotics在美国的生产能力也将在首年达到数百台，并计划在未来几年扩大到1万台。德银报告指出，人形机器人在工业领域的应用已经取得了显著进展。宝马、蔚来、奔驰等汽车制造商已经开始测试人形机器人在汽车制造中的应用，而亚马逊、Ocado和GXO等物流和仓储服务提供商也在探索人形机器人在物流操作中的潜力。然而，人形机器人的潜力远不止于此。德银预测，到2050年，人形机器人将广泛应用于家庭、酒店和制造业。人形机器人不仅可以执行危险和重复性的工作，还可以在家庭中提供陪伴、家务协助等服务。市场规模与投资机会：万亿美元的蓝海市场德银报告对人形机器人市场的未来规模进行了大胆预测。到2035年，人形机器人市场规模预计将达到750亿美元，到2050年则有望突破1万亿美元。人形机器人制造商的数量也在快速增加，德银将这些制造商分为四类：独立供应商、以AI为基础的供应商、传统汽车制造商和研究实验室。比如，Figure在AI领域的投资获得了来自英伟达和OpenAI的支持，使得其产品具有更强的智能化能力。随着技术的不断进步，参与市场的公司将逐渐增多。在成本方面，德银预计人形机器人的成本将随着生产规模的扩大而显著降低。到2050年，人形机器人的单价可能降至1.5万美元。这一价格的降低将使更多企业和家庭能够负担得起人形机器人，从而推动其广泛应用。人形机器人市场的快速发展离不开政策支持和行业标准的建立。德银报告指出，中国政府出台了一系列政策支持人形机器人行业的发展，包括技术创新、产业链建设和行业标准制定。德银还指出，行业标准的建立对于人形机器人市场的健康发展至关重要。包括人形机器人分类、分级应用指南等在内的行业标准将为人形机器人的研发、生产和应用提供指导，推动行业的可持续发展。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1629,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":35,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":408068002590776,"commentId":"408068002590776","gmtCreate":1740640561997,"gmtModify":1740640565959,"authorId":3506812417383020,"author":{"id":3506812417383020,"idStr":"3506812417383020","authorId":3506812417383020,"name":"王皓_2192","avatar":"https://static.tigerbbs.com/e611938fc4da07746d552a70fa839e8e","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.29","exceedPercentage":"93.41%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407807620116944,"objectIdStr":"407807620116944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"哈哈哈哈，玩 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