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港股异动 | 优必选(09880)涨超10%创上市新高 两日累涨逾25% 公司为人形机器人领军企业

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优必选(09880)延续昨日上涨,两日累涨逾25%。今日盘中高见94.5港元,创上市新高。截至发稿,涨7.48%,报92港元,成交额519.35万港元。

据悉,优必选为人形机器人领军企业,覆盖教育、物流、商用、工业、消费等市场公司以智能机器人为载体,人工智能技术为核心,面向AI 教育、智慧物流、智慧康养、商业服务等多个行业,推出了“硬件+软件+服务+运营”的智能服务机器人解决方案。

中泰证券指出,当前人形机器人尚处于成长初期阶段,在大模型技术突破、政策加码、特斯拉强势入局三重要素催化下,迅速突破研发难点,逐步进入产业化落地阶段。此外,人形机器人在硬件、软件、架构等方面与电动车存在诸多相似性,未来发展有望全面对标电动车行业发展路径。

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