中信建投:具身智能低估值應用標的受關注
中信建投研報指出,人形機器人是AI落地應用的重要載體,機器人廠商在具身大模型、軟硬件架構、數據採集、場景落地等多個維度持續探索,積極推動人形機器人商業化落地;表現爲人形機器人學習能力持續提升,B端場景應用可行性提高等,建議積極關注產業鏈進展。本週市場對於機器人應用場景的關注度提升,物流、醫療護理等特定場景下的機器人需求明確,建議關注AI賦能智能化發展的相關應用標的。此外,應該不拘泥於“人形”深度挖掘“AI+機器人”的投資機會,比如傳感器、靈巧手、機器狗與外骨骼機器人,這幾個方向都不以人形的放量爲必然前提,且能夠有持續的數據驗證。
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