Humanoid robots are booming! How to divide the $60 trillion "cake"?

Wallstreetcn
2025.02.07 08:41
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Not long ago, Musk stated at the earnings conference that Tesla's humanoid robot business could earn $10 trillion and may be more profitable than their electric vehicles in the future. This time, it might not just be a pipe dream. In a recently released research report, Morgan Stanley also claimed that humanoid robots will be one of the biggest technology investment themes in the next decade, with a potential market size of up to $60 trillion, comparable to the total global economy. So the question arises, who can stand out in this competition? Analysts at Morgan Stanley provided their answers

Not long ago, Musk stated at the earnings call that Tesla's humanoid robot business could earn $10 trillion and may be more profitable than their electric vehicles in the future.

This time, it might not just be a pipe dream. In a recently released research report, Morgan Stanley also claimed that humanoid robots will be one of the biggest technology investment themes in the next decade, with a potential market size of up to $60 trillion, comparable to the total global economy.

So the question arises, who can stand out in this competition? Analysts at Morgan Stanley provided their answers.

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