“人形机器人总投资还不如一个楼盘，谈不上泡沫化”

Core Viewpoint - The humanoid robot industry is currently experiencing significant investment interest, raising questions about whether this trend represents a technological revolution or a potential bubble [1][3]. Industry Insights - The CEO of Shanghai Kepler Robotics, Hu Debo, compares the current wave of humanoid robots and embodied intelligence to the early days of the internet, suggesting that substantial investment in this sector could yield significant development opportunities [1][3]. - Hu Debo believes that the current investment in the humanoid robot industry is not inflated, stating that the total investment in this sector is still less than that of a single real estate development project [3]. Market Dynamics - Despite the enthusiasm surrounding humanoid robots, Hu Debo emphasizes the importance of discerning which companies are reliable and which may carry greater strategic risks, indicating that individual judgment is crucial in navigating this crowded market [3].