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今日风口|中信证券:关注特斯拉机器人产业链的核心环节

Securities Times ·  Jan 14 00:30

据证券时报网报道,中信证券研报称,OpenAI重启机器人项目,网络公开招聘项目管理、系统集成、机械结构各方面领导型人才。此次OpenAI重启机器人项目意味着公司对AGI领域的探索中机器人的重要地位,符合之前对全球科技公司会在2025年重点投入机器人的判断,该趋势在特斯拉、英伟达、Open AI陆续加码后有望愈演愈烈。建议关注特斯拉机器人产业链的核心环节:1)总成;2)减速器;3)丝杠;4)灵巧手。

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