EPISODE · Aug 7, 2026 · 5 MIN
人形机器人进入量产验证期，投资机会在哪？
from 华夏早播间
近期，马斯克发布了一张大合照，配文称“在弗里蒙特工厂参观擎天柱机器人生产线”。没过多久，特斯拉副总裁陶琳宣布了人形机器人的量产时间表。目前海外大厂加快量产节奏，国内应用场景持续拓展，人形机器人产业是否已经迎来真正意义上的量产元年？今天，小夏就和大家一起聊聊这条热门赛道背后的产业逻辑。
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人形机器人进入量产验证期，投资机会在哪？
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