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Morgan Stanley raises 2026 China humanoid robot shipment forecast to 50,000
Ibiam Wayas
9h ago
Morgan Stanley raises 2026 China humanoid robot shipment forecast to 50,000
Morgan Stanley has again lifted its forecast for humanoid robot shipments from China in 2026. The bank began the year projecting 14,000 units, then raised that to 28,000 by early spring. It now expects 50,000 robots to ship from China in 2026, citing the fast shift from demos to commercial deployments.
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