[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciob839a833":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciob839a833","高盛预测，到 2035 年，全球约30%人形机器人零部件将来自韩国","\u002Fdoc\u002Fdciob839a833","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">根据高盛（\u003C\u002Fspan>GS\u003Cspan style=\"font-family: DengXian;\">）的预测，到\u003C\u002Fspan> 2035 \u003Cspan style=\"font-family: DengXian;\">年，全球约\u003C\u002Fspan> 30% \u003Cspan style=\"font-family: DengXian;\">的人形机器人零部件将来自韩国。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">韩国的人形机器人供应链，将在未来的人形机器人量产浪潮中扮演至关重要的角色。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">原因在于，韩国深厚的汽车制造产业积累，正在快速转化为人形机器人核心零部件\u003C\u002Fspan>——\u003Cspan style=\"font-family: DengXian;\">尤其是\u003Cstrong>执行器（\u003C\u002Fstrong>\u003C\u002Fspan>\u003Cstrong>Actuator\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fstrong>——\u003Cspan style=\"font-family: DengXian;\">的生产优势。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">简单来说，执行器就是人形机器人的\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">肌肉和关节\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cul style=\"margin-top: 0in;\">\r\n\u003Cli>\u003Cspan style=\"font-family: DengXian; font-size: large;\">它负责模拟人体肌肉和关节的运动。\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">目前，执行器约占整台人形机器人\u003Cstrong>物料成本（\u003C\u002Fstrong>\u003C\u002Fspan>\u003Cstrong>BOM\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">）的\u003C\u002Fspan> 50%\u003C\u002Fstrong>\u003Cspan style=\"font-family: DengXian;\">，是最核心、也是价值最高的部件之一。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">韩国在执行器领域具备天然优势，因为执行器所涉及的技术与汽车产业高度相似，例如\u003Cstrong>电动助力转向系统（\u003C\u002Fstrong>\u003C\u002Fspan>\u003Cstrong>EPS\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">）、制动系统，以及自动驾驶相关执行机构\u003C\u002Fspan>\u003C\u002Fstrong>\u003Cspan style=\"font-family: DengXian;\">等。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003C\u002Ful>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">高盛指出：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cstrong>“\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">多家韩国汽车零部件制造商已经利用自身技术积累，成功跻身中国以外机器人关键执行器供应商的第一梯队。\u003C\u002Fspan>”\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">因此，如果从\u003Cstrong>人形机器人产业链上游\u003C\u002Fstrong>寻找投资机会来看：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">韩国很可能将成为\u003Cstrong>中国以外人形机器人产业最重要的核心零部件供应基地\u003C\u002Fstrong>。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">与此同时，韩国不仅在人形机器人领域占据优势，在\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">产业链中也拥有不可替代的地位。凭借\u003C\u002Fspan>\u003Cstrong>SK \u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">海力士（\u003C\u002Fspan>SK hynix\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fstrong>\u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">三星电子（\u003C\u002Fspan>Samsung Electronics\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fstrong>\u003Cspan style=\"font-family: DengXian;\">在高带宽内存（\u003C\u002Fspan>HBM\u003Cspan style=\"font-family: DengXian;\">）和先进存储芯片领域的领先优势，韩国已经是全球\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">算力基础设施的重要支柱。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">美股投资网获悉，未来，韩国有望同时掌握两条关键赛道：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Col start=\"1\" style=\"margin-top: 0in;\">\r\n\u003Cli>\u003Cspan style=\"font-size: large;\">\u003Cstrong>AI\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">时代的\u003C\u002Fspan>“\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">存储中心\u003C\u002Fspan>”\u003C\u002Fstrong>——\u003Cspan style=\"font-family: DengXian;\">依靠\u003C\u002Fspan>HBM\u003Cspan style=\"font-family: DengXian;\">和先进存储芯片供应全球\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">数据中心；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli>\u003Cspan style=\"font-size: large;\">\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">机器人时代的\u003C\u002Fspan>“\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">执行器中心\u003C\u002Fspan>”\u003C\u002Fstrong>——\u003Cspan style=\"font-family: DengXian;\">为全球（尤其是非中国）人形机器人厂商提供关键运动控制部件。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003C\u002Fol>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">这意味着，韩国不仅是\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">产业链不可或缺的一环，也有望成为未来全球人形机器人供应链中最重要的战略节点之一。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAI\u002FAI.jpg","2026-06-28T14:54:39","2026.06.28","2026\u002F06\u002F28",54047,[22],"AI","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]