人形机器人赛道升温三大投资方向成布局焦点

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随着人形机器人赛道持续走热，如何把握产业红利成为投资者核心关切。巴克莱最新报告指出，当前规模20-30亿美元的人形机器人市场，2030年有望增至250亿美元，2035年基本情境下达400亿美元，乐观情境下或将突破2000亿美元，未来十年增长潜力显著。报告明确三大投资主线。零部件领域率先受益，花旗重点看好德国舍弗勒集团，其可提供人形机器人所需超50%零部件，已向14家制造商交付原型订单，近期还达成向...

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人形机器人赛道升温 三大投资方向成布局焦点

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人形机器人赛道升温三大投资方向成布局焦点