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Morgan Stanley: Drawing on the experience of the auto market, repairing robots may be more profitable than manufacturing robots in the future.
Morgan Stanley predicts that the scale of global new robot sales will reach 25 trillion US dollars by 2050, but the true value lies in the downstream ecosystem. Drawing on the model of American automobile dealerships, where new car sales account for 50% of revenue but only 20% of gross profit, downstream profits from parts, services, financing, and insurance are four times those of new cars. Based on this, the total revenue scale of the robot economy, including after-sales services, could potentially expand by two to three times.
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74128907 :
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jdsu : too late, all of these have been traded into high price already, next should be actual applications, the actual money makers.
lele139 jdsu : Anthropic
Edison L : A very detailed article
goatmaster721 : let's go SanDisk
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