财经作家吴晓波近期提出观点：机器人产业有望成为下一个10万亿级市场。他认为，随着人工智能、传感器技术、5G通信和智能制造的快速发展，机器人正从工业场景加速向家庭、医疗、物流、农业等多个领域渗透。过去十年，中国在新能源汽车、光伏等新兴产业中实现了跨越式发展，而未来十年，机器人或将复制这一路径，成为推动经济高质量增长的新引擎。吴晓波指出，当前全球机器人产业仍处于早期爆发阶段，中国凭借完整的产业链、庞大的内需市场和政策支持，具备在全球竞争中占据领先地位的潜力。他特别强调，服务型机器人（如家庭陪护、教育、清洁等）和协作机器人将成为消费级市场的突破口。不过，他也提醒投资者需警惕短期泡沫，关注核心技术积累与真实应用场景的落地能力。总体而言，吴晓波对机器人产业的长期前景持乐观态度，认为这不仅是技术革命，更是一场深刻的产业与社会变革。
Financial writer Wu Xiaobo recently argued that the robotics industry is poised to become the next trillion-yuan market—potentially reaching a scale of 10 trillion RMB. He believes that rapid advancements in artificial intelligence, sensor technology, 5G connectivity, and smart manufacturing are accelerating the adoption of robots beyond industrial settings into households, healthcare, logistics, agriculture, and more. Just as China achieved leapfrog development in new energy vehicles and photovoltaics over the past decade, Wu suggests robotics could follow a similar trajectory in the coming ten years, serving as a new engine for high-quality economic growth. He notes that the global robotics sector is still in its early explosive phase, and China—thanks to its complete industrial chain, vast domestic demand, and strong policy support—has the potential to lead globally. Wu highlights service robots (e.g., for home care, education, and cleaning) and collaborative robots as key entry points for consumer markets. However, he cautions investors against short-term speculation and urges focus on core technological capabilities and real-world application scenarios. Overall, Wu remains optimistic about the long-term outlook for robotics, viewing it not just as a technological revolution but also a profound transformation of industry and society.
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