小机器人轻松“拐”走一批机器人高清完整免费手机播放
2024-11-11 17:07:37
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近期 AI daily早闻主要内容有:特斯拉有望2026年大规模生产人形机器人。 紧跟其后,马斯克在社交媒体平台公开表示,特斯拉明年将生产出“真正有用”、低产量的人形机器人供公司内部使用,并有望在2026年为其他公司提供大规模的人形机器人。 所以机器人要即将火了,长期来看,人形机器人也到了上涨的周期,而且能弥补当下劳动力紧缺口,还能加快生产进度,这都是人形机器人上涨的硬性条件。 随着科技的飞速发展,机器人技术逐渐成为全球的焦点。尤其在智能工业、无人驾驶、智能家居等领域的不断深入,机器人板块的股价上涨趋势日渐显现。 下面我们分析一下“人形机器人”上涨的背后逻辑。 一、行业需求驱动 机器人作为新经济的代表之一,在各个领域都有广泛应用。制造业对于高效率、高精度的生产需求不断上升,推动着工业机器人的市场增长。同时,无人驾驶、物流配送等新兴领域也为机器人产业提供了巨大的发展空间。这种行业需求的增长,为机器人板块的上涨提供了坚实的支撑。 二、政策支持与资本注入 高层对于机器人产业的支持力度不断加大,一系列政策的出台为机器人产业的发展提供了良好的环境。同时,资本市场的活跃也为机器人板块的上涨注入了资金动力。大量的资金投入,加速了机器人的研发进程,推动了技术的创新和突破。 三、科技照进现实,炒预期 无人驾驶“网约车”不就是从科技照进了现实吗?机器人替代人工化暂未普及,但是时代发展迅速,我们难道不能超前确认机器人能成为新生代的生产者吗? 以史为鉴,可以知兴衰,更何况鼎鼎大名的特斯拉老板都公开发言,要大量生产人形机器人,而且有传闻,巴菲特大量买入机器人企业股票,相信顶尖大佬的嗅觉会远远超过常人,所以老顾认为短期,人形机器人会有一波大涨的风口。 第一家:超捷股份 目前公司已为客户供应机器人控制器、电源部件、机械臂等部位的紧固件连接件,预计工业机器人方面产品后期业绩有较为明显的增长。 第二家:领益智造 公司旗下全资子拥有自主知识产权机器人系列产品、掌握精密数控设备和先进制造领域核心技术,可为机器人和机器人制造设备提供设计、工程和制造解决方案。 第三家:力星股份 公司主营业务为精密轴承滚动体的研发、生产和销售。公司主要产品有轴承钢球、轴承滚子。公司表示旗下的产品已经应用于人形机器人中。 近期不少老朋友跟着阿来在半导体吃的盆满钵满,崇德科技20%、台基股份25%、领益智造30%,神宇股份23%都迎来了丰收。不会筛选的朋友,可入我圈子学习! 第四家:恒工精密 公司联合多家基金共同投资聚焦于人形机器人领域,主要投资于人形机器人整机、大模型以及机器人产业链重点零部件。
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