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港股異動丨機器人概念股繼續活躍 越疆大漲超14%再創新高
格隆匯 03-19 10:58

港股機器人概念股繼續活躍,尤其是越疆再度漲超14%續創新高,近8日累計升幅高達125%,高偉電子漲近9%,地平線機器人漲4%,小米集團、舜宇光學、瑞聲科技、微創機器人跟漲。消息上,越疆機器人日前推出全球首款同時具備靈巧操作和直膝行走的全尺寸具身智能人形機器人產品Dobot Atom。Dobot Atom公佈售價19.9萬元起,這標誌着全尺寸人形機器人正式進入19.9萬元價格帶,量產時代或將提前到來。中信建投最新研報稱,人形機器人本體廠商積極發佈產品更新,靈巧手發展值得關注。2025年作爲人形機器人量產元年,行業正處於百家爭鳴的高景氣週期,需求將倍數級增長,是驅動板塊表現高漲的底層支撐。智元機器人、越疆機器人、優必選科技、開普勒等本體廠商發佈產品更新,中信建投預計後續各個主機廠商的產品更新與發佈仍將爲板塊帶來持續催化。(格隆匯)

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