全球机器人_2026 人形与四足机器人展望_中国在产量上领先，特斯拉份额存疑；重点看好核心业务增长明确的企业

Global Robotics Global Markets Research EQUITY: TECHNOLOGY 2026 humanoid and quadruped robots outlook China leads on volume, Tesla share uncertain; selectively positive on names with visible growth in core business Tesla Optimus 2026F: 60–80k units with uncertainties around supply chain share The global market for humanoid robots and quadruped robots remains in nascent stages, with mass production timelines progressing more slowly than initial projections amid persistent supply chain complexities and techno ...