作者强调中国今年的人形机器人产量预计将超过10万台，远超摩根士丹利最初对2026年1.4万台的预测。他们呼吁特斯拉、Agility Robotics（CCXI）、Apptronik
作者强调中国今年的人形机器人产量预计将超过10万台，远超摩根士丹利最初对2026年1.4万台的预测。他们呼吁特斯拉、Agility Robotics（CCXI）、Apptronik和Figure加快生产，并要求美国政府对上游供应链和稀土加大补贴。该帖子将这一差距比作机器人领域的‘卫星时刻’，突显美国与中国在量产方面的竞争差距。
“How is the US so far behind? Xinhua: China's output of humanoids are expected to hit 100,000+ this year. Even Morgan Stanley originally projected 14,000 for 2026... Really need Elon's $TSLA, $CCXI (Agility), Apptronik, and Figure to catchup. And for more US Gov. subsidies to pour into upstream supply chains + rare earths. Cause this disparity between US vs. China mass production is getting ridiculous... But it almost feels like the start of Russia/US Space race Sputnik Moment for robotics?”原帖：X / @aleabitoreddit ↗