摩根士丹利已大幅提高对中国人形机器人出货量的预测，目前预计今年将达到5万台，高于此前2.8万台的估计。此次上调是由于商业验证加速、北京强有力的政策支持以及供应链的加强。该投资银行还将2030年的出货量预测上调至44.6万台，预计全尺寸人形机器人将占据日益增长的市场份额。 AI
排序理由 分析公司上调主要市场特定产品类别的出货量预测。[lever_c_demoted from significant: ic=1 ai=0.4]
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Morgan Stanley has again raised its forecast for China’s humanoid robot shipments this year, lifting its estimate to 50,000 units from 28,000 as commercial validation, policy support and supply-chain momentum accelerate adoption. The investment bank had already doubled its projec…