The report from Dongwu Securities on February 6th stated that in order to achieve commercial application in multiple scenarios, humanoid robots still need to solve the problem of intelligent application. The entry of AI will accelerate the industrialization process of humanoid robots. The launch of the DeepSeek-R1 model confirms that AI is rapidly iterating on both the cost and performance ends. The termination of the cooperation between Figure and OpenAI proves that the future of robot body companies is expected to vertically integrate the intelligent industrial chain. As the best carrier of AI, humanoid robots are expected to fully benefit from the advancement of AI technology and accelerate the industrialization process.
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Đông Ngô Chứng Khoán: theo dõi ba chuỗi sản xuất robot hình người
The report from Dongwu Securities on February 6th stated that in order to achieve commercial application in multiple scenarios, humanoid robots still need to solve the problem of intelligent application. The entry of AI will accelerate the industrialization process of humanoid robots. The launch of the DeepSeek-R1 model confirms that AI is rapidly iterating on both the cost and performance ends. The termination of the cooperation between Figure and OpenAI proves that the future of robot body companies is expected to vertically integrate the intelligent industrial chain. As the best carrier of AI, humanoid robots are expected to fully benefit from the advancement of AI technology and accelerate the industrialization process.