前言 ①这种技术方案有望突破DRAM制程瓶颈，2028年将量产！三条主线布局受益公司。 ②从医疗到消费，外骨骼应用向大众市场延伸，195亿赛道迎爆发拐点，这些A股公司已卡位核心环 节。 点击付费阅读，解锁市场最强音，把握投资机会！ 券商研报信息复杂？机构调研数据过时？屡屡错失投资机会？那是你不会挖！想知道哪份研报有用？什 么时候该看？《研报金选》满足你！每日拆解热门产业链或核心公司，快市场一步的投研思维+严苛的 研报选择标准+几近偏执的超预期挖掘，游资私募都在用！ 【今日速览】 ...

Core Insights - The collaboration between Kojima Productions and Dnsys has resulted in a real-world exoskeleton inspired by the game "Death Stranding," set to launch on December 2 [3][25] - The exoskeleton is designed to reduce knee pressure by 200% and enhance walking efficiency by 50%, but it does not enable users to carry heavy weights like the character Sam in the game [6][8] - The exoskeleton functions more as an "electric assist" rather than a weight-bearing device, helping users with mobility but not significantly alleviating the burden of heavy loads [12][13] Product Features - The exoskeleton features a retro industrial design with LED lights, closely resembling the in-game equipment [3][25] - It is powered by a 900-watt motor, providing assistance to the user's legs but not directly supporting heavy weights [6][8] - The device is limited to a battery life of just over 4 hours, which may not be sufficient for long-distance hiking or heavy-duty tasks [25] Technical Explanation - The exoskeleton's design lacks a rigid structure that connects to the ground, which limits its ability to bear weight effectively [10][12] - Unlike the game version, which has a complete foot structure for weight distribution, the real-world model only provides assistance to the legs without alleviating the pressure from heavy loads [15][19] - The distinction between "soft assistive" and "rigid support" exoskeletons is highlighted, with the former being more practical for everyday use while the latter is more suited for heavy lifting [17][19] Market Implications - The exoskeleton technology is gaining traction in various fields, including rehabilitation for the elderly and those with mobility issues, providing both physical support and dignity [22][23] - The product may appeal primarily to fans of "Death Stranding" or outdoor enthusiasts, but its practical applications may be limited for the average consumer [23][25] - The development of lightweight assistive exoskeletons indicates a growing market for mobility-enhancing technologies, which could see broader adoption in the future [22][23]