Morgan Stanley provides a detailed analysis of the top 100 humanoid robot companies! China leads in physical aspects, NVIDIA aims to be the brain, and Tesla intends to "integrate everything".

Morgan Stanley systematically outlined the 100 core listed companies in the Global humanoid robot Industry Chain for the first time, focusing on the three core aspects of "brain," "body," and "integrator," and pointed out that China occupies a 63% share of the humanoid robot supply chain, taking a dominant position.

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