China leads the body, NVIDIA aims to be the brain, and Tesla "integrates" — Morgan Stanley elaborates on the top 100 humanoid robot companies!
Morgan Stanley systematically sorted out 100 core listed companies in the Global humanoid robot Industry Chain from the three core links of "brain", "body" and "integrator" for the first time, and pointed out that China holds a 63% share in the humanoid robot supply chain, dominating the market, especially with significant advantages in the "body" segment, while technology giants like Tesla and NVIDIA have become key forces in each segment.
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