那些坚持具身智能泡沫论的人.......

Core Viewpoint - The article discusses the rapid growth of the embodied intelligence industry, emphasizing that the development speed and value should not be seen as opposing forces, despite ongoing discussions about potential bubbles in the market [2][4]. Industry Growth - The embodied intelligence industry, particularly represented by humanoid robots, is experiencing a growth rate exceeding 50%, with projections indicating a market size reaching 100 billion yuan by 2030 [2][4]. - The primary market remains active, with significant financing occurring, which, despite some valuation bubbles, is beneficial for driving industry development and encouraging participation across various sectors such as manufacturing, healthcare, and entertainment [6]. Business Models and Development - There is a need to focus on the differences in business models within the embodied intelligence sector, avoiding redundant efforts and price wars that do not contribute to effective growth [4]. - The industry is still in its early stages, with technology routes, business models, and application scenarios not yet fully matured, indicating substantial room for development [4].