珞博智能孙兆治认为,把这一赛道叫做“AI玩具”叫小了,这将是一个新的随身硬件品类,中产家庭几乎可以人手一个随身陪伴机器人,而不是单纯的儿童玩具。CIC灼识咨询合伙人朱悦也曾提及过全龄拓展的趋势,未来AI玩具的市场渗透率会随着这一趋势而进一步提升。
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Petrochemicals – of which plastics are the dominant output – now account for roughly 75% of net global oil-demand growth, and are projected to become the largest driver of future oil demand. Plastic production has already doubled in the past two decades. Major oil companies are responding accordingly. Recent consolidation – including a $60bn merger creating one of the world’s largest plastics producers – reflects a deliberate pivot toward petrochemical assets as a long-term demand anchor.
As a beginner, I expected the arms and hands to flail around, knocking the blocks and cups around the room.