机器人行业-活力机器人” 融合趋势-Robotics-The Rowdy Robot Convergence

December 22, 2025 11:00 AM GMT The robots are coming. Happy Holidays humans! AJ Morgan Stanley & Co. LLC Adam Jonas, CFA Equity Analyst Adam.Jonas@morganstanley.com +1 212 761-1726 Robotics | North America M Update The Rowdy Robot: Convergence Convergence. Get used to hearing this word. AI agents straddle the digital and the physical. The sim and the real. The data and the manufacturing. The human and machine. As the technologies emerge, the strategies converge. Examples of convergence are all around us: 20 ...