每經AI快(kuai)訊，中(zhong)信證(zheng)券研報表示，近期特斯拉(la)連續(xu)對外展示人(ren)(ren)(ren)形(xing)(xing)機(ji)器(qi)人(ren)(ren)(ren)進(jin)展，機(ji)器(qi)人(ren)(ren)(ren)的操作精細性、泛化通用(yong)性在(zai)持續(xu)迭代升(sheng)級，特斯拉(la)有望(wang)引領(ling)人(ren)(ren)(ren)形(xing)(xing)機(ji)器(qi)人(ren)(ren)(ren)行業(ye)(ye)，率先實現應用(yong)落地(di)；國內(nei)杭州、重慶等多(duo)地(di)發(fa)布人(ren)(ren)(ren)形(xing)(xing)機(ji)器(qi)人(ren)(ren)(ren)產(chan)業(ye)(ye)支持政(zheng)策，在(zai)國家和地(di)方產(chan)業(ye)(ye)政(zheng)策的支持下，國內(nei)人(ren)(ren)(ren)形(xing)(xing)機(ji)器(qi)人(ren)(ren)(ren)產(chan)業(ye)(ye)鏈(lian)(lian)將進(jin)入快(kuai)速發(fa)展階段。明年(nian)或將是(shi)人(ren)(ren)(ren)形(xing)(xing)機(ji)器(qi)人(ren)(ren)(ren)的量產(chan)之年(nian)，國內(nei)供應鏈(lian)(lian)企業(ye)(ye)有望(wang)從中(zhong)受益。建議關(guan)注特斯拉(la)以及特斯拉(la)機(ji)器(qi)人(ren)(ren)(ren)產(chan)業(ye)(ye)鏈(lian)(lian)核心標的。