# 摩根士丹利再上调中国仿人机器人出货预期

- 来源：Chubby♨️ (@kimmonismus)
- 发布时间：2026-06-27 05:43
- AIHOT 分数：54
- AIHOT 链接：https://aihot.virxact.com/items/cmqvhdcki0d3nsl805sspnfz8
- 原文链接：https://x.com/kimmonismus/status/2070623894562865579

## AI 摘要

Morgan Stanley 刚刚再次上调了对 2026 年中国仿人机器人出货量的预测，从 28000 台提高到 50000 台。

1 月时，该行预计为 14000 台。几个月后，这一预测已增长超过两倍。

中国现在正从演示转向部署。CNBC 表示，中国制造商正在将仿人机器人引入工厂、物流、便利店和餐厅，背后有政策支持和深厚的工业供应链。

## 正文

Morgan Stanley just doubled its 2026 China humanoid robot shipment forecast again， from 28，000 to 50，000 units.

In January， the bank expected 14，000 units. A few months later， that forecast has more than tripled.

China now shifts from demos to deployment. CNBC says Chinese manufacturers are moving humanoids into factories， logistics， convenience stores and restaurants， backed by policy support and a deep industrial supply chain.