A股異動丨機器人概念股大跌 中大力德等多股漲停 高盛指人形機器人技術拐點仍不明朗
連續上漲的機器人概念股迎來大跌行情,其中,中大力德、五洲新春、兆威機電、凱達爾、國茂股份等多股跌停,迅捷興、天準科技、偉創科技跌超14%。消息上,高盛分析師Jacqueline Du團隊在春節後對宇樹科技進行了實地調研。結果顯示,人形機器人距離真正“上崗”,還有很長的路要走。高盛認爲,人形人機器人H1只有19個自由度,因此仍然無法處理複雜而精細的任務。至少在未來2-3年內,人形機器人很難達到與人類工人相同的工作效率。而出現具有實際意義的應用要在5-10年之後。高盛預計,到2027年和2032年,全球人形機器人的出貨量將分別達到7.6萬臺和50.2萬臺。這一增長速度低於市場預期,表明機器人技術的商業化進程可能比許多人預期的要慢。大摩近期發佈的報告也指出,儘管在和運動控制方面進展迅速,但要實現人形機器人的實際應用仍需算法和硬件的持續改進,但中國的人形機器人產業正呈現出加速發展的態勢。(格隆匯)

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