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国金证券-机器人行业研究：国内外人形机器人产品梳理及未来发展趋势探讨-231112
国内外人形机器人产品梳理及未来发展趋势探讨 投资逻辑 国外人形机器人产品梳理 （1）特斯拉：0ptimus 机器人采用电机驱动，全身40个执行器，22年发布后持续迭代更新。据马斯克预计，Optimus将于未来3-5年量产上市，并计划24年用于特斯拉工厂。（2）波士顿动力：人形机器人Atlas 采用电液混合驱动，膝关节扭矩890Nm，运动表现机动灵活，具备翻越障碍物、后空翻等能力。同时Atlas拥有
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