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Serenity(白毛股神)
Serenity (@aleabitoreddit)Serenity(白毛股神)@aleabitoreddit发帖2026-06-29

通用汽车裁员1000人并计划用50台机器人替代;同时与英伟达洽谈工厂机器人合作。这表明机器人技术获得行业验证,尤其适用于高人力装配/仓储线。作者认为机器人/人形机器人正处于转折点,

通用汽车裁员1000人并计划用50台机器人替代;同时与英伟达洽谈工厂机器人合作。这表明机器人技术获得行业验证,尤其适用于高人力装配/仓储线。作者认为机器人/人形机器人正处于转折点,将为实现利润而自动化取代人类工人。

$GM cuts 1,000 workers and replaces them with 50 robots (Jun 22nd report) Reports also show GM is working on a deal with $NVDA on factory robotics. This is industry validation for robotics, since it likely demonstrates increased opex margins + efficiency from employee automation. Especially from companies like $AMZN to General Motors with assembly/warehouse lines that have high headcount. I think the technology is already here and use cases are already proven. Robotics/Humanoids are just pre-scale right now. The wording from large companies is “assistive robotics”… But in all honesty, it’s here to automate away the human workforce and increase profitability. I don’t think companies want to be paying insurance, salaries, etc. when robots can do a better job, and 24/7, so very sad to see potential job losses in the future from robotics automation. Whether people like it or not; seems like the inflection point for robotics is here.
原帖X / @aleabitoreddit

关联股票

GM看空
-0.81% 今日
+6.54% 90天

通用汽车裁员1000人并用机器人替代,表明削减成本和减少员工,可能对员工士气和业务前景造成压力。

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NVDA看多
+0.79% 今日
+17.32% 90天

通用汽车正与英伟达洽谈工厂机器人合作,为英伟达在机器人领域提供行业验证和潜在增长催化剂。

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AMZN看多
+3.78% 今日
+20.09% 90天

亚马逊被提及为高人力装配/仓储线的例子,受益于机器人自动化,暗示其机器人采用前景乐观。

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