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Morgan Stanley:2025年中国人形机器人:现实与理想相距多远报告(英文版).pdf |
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At the GGII humanoid conference last week, several players looked for humanoid robot demand in China of 100k+ units in 2026. Is this realistic? Meanwhile, we heard very concentrated voices on the hurdles from foundation model and training data. Adoption scenarios and hardware were also widely discussed.
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