人形机器人：全球发展势头升温-Humanoid Horizons Gaining Momentum Globally

January 22, 2026 09:48 PM GMT Humanoids Humanoid Horizons: Gaining Momentum Globally The sector is entering 2026 with new players, new products, and more verified use cases, and we expect this momentum to continue, lifting our China humanoid volume forecast for 2026. For stocks, we think the Optimus Gen 3 update in Feb/Mar remains the key catalyst for the broader sector. We provide our latest thoughts as developments in humanoids and embodied AI continue to evolve rapidly. | M January 22, 2026 09:48 PM GMT ...