中金:具身智能AI下一站 預測遠期潛在市場空間超萬億元
中金公司研報稱,人形機器人或是具身智能的最佳形態。作為具身智能的多種形態之一,人形機器人由類人形本體和智能體兩組分構成。2020年以來,AI產業步入加速發展期,全球各國政府均將人形機器人產業定位為國家戰略,眾多科技企業加入人形機器人的市場角逐。向前展望,受限於技術與成本,人形機器人短期應用仍較為有限,但長期將勝任多元多樣的任務場景,中金公司預測遠期潛在市場空間超萬億元。
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