东方证券：看好特斯拉产业链及垂直场景本体公司

和讯网01-12

【1月12日东方看好人形机器人产业链】1月12日，东方证券发布研报透露，人形机器人在近期 CES 展表现出色，我国产业链发展迅速。该行预期，简单机器人量产对投资影响将边际减弱，而 AGI 叙事有望边际增强。其看好具备构建大脑能力的领跑公司及产业链，涵盖特斯拉核心产业链和有垂直场景的本体公司。本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担

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