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光大證券:堅定看好人形機器人產業
光大證券研報指出,目前人形機器人的平衡、運動能力普遍達到較為成熟的水平,制約行業進一步放量的核心因素在於訓練,特別是實現進一步能力泛化的訓練。根本原因在於,與文本圖片等海量資源不同,高質量的機器人運動素材較為稀缺。仍將2025年定義為人形機器人的能力成熟之年,即通過大規模的場景部署實現訓練素材的富集並進一步反饋至機器人能力端。在此期間,密切關注規模化部署的完成、訓練方法的創新、節點性成果的取得,以及由此帶來的行業催化。堅定看好人形機器人產業。
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