高盛：主题股票风险敞口：实体人工智能生态系统

3 March 2025 | 7:59PM GMT Thematic Stock Exposures A physical AI ecosystem Global tech heavyweights from Tesla to Nvidia are ramping up development of advanced AI technologies that enable machines to sense and interact with the physical world. In this special edition of Thematic Stock Exposures, we tap into the research of equity analysts across the globe to highlight companies that our teams believe are exposed to physical AI – from autonomous vehicles manufacturers and robot-makers to those providing the ...