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民生證券呂偉:微軟的方案離具身智能差距仍然較大,谷歌+英偉達方案有望成為業界主流
格隆匯5月26日丨民生證券計算機行業首席分析師呂偉在今日舉行的格隆彙集結令《智辯Ⅱ:新科技革命與新改革機遇——探討AI+與中特估+的市場邏輯和投資機遇》活動中發表《AI行情的新階段:從雲到端》的主題演講。他表示,微軟的方案離具身智能差距仍然較大,微軟至今沒有相關機器人落地可以從側面驗證方案不夠優秀,谷歌+英偉達方案有望成為業界主流。

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