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中金:建議關注Robotic AI時代人形機器人、自動駕駛等高階AI應用發展
中金公司研報認為,人形機器人正受益於AI大模型在語言、視覺等方面的能力演進,助力機器人泛化能力提升和交互體驗升級,看好人形機器人領域的技術創新和數據處理方式的變革驅動廣闊成長空間;自動駕駛產業從端到端向結合VLM(Vision-Language Models,視覺語言模型)的VLA技術演進,預期2025年有望看到VLA量產上車,VLA有望推動高階智駕商業化進程加速,建議關注Robotic AI時代人形機器人、自動駕駛等高階AI應用發展及相關產業鏈標的。
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