港股异动 | 优必选(09880)盘中大幅拉升超19% 人形机器人催化不断 机构指产业化进程有望加速
优必选(09880)盘中大幅拉升超19%，截至发稿，涨19.62%，报203港元，成交额1.90亿港元。
消息面上，优必选于3月4日被纳入恒生综合指数和恒生沪深港通大湾区综合指数，并正式进入港股通标的证券名单。上海证券分析指出，这一变动将增强公司的市场吸引力。
此外，近日根据优必选科微信技视频号，优必选工业版人形机器人Walker S已经在新能源汽车工厂进行实地“实训”。用于实训的Walker S采用了3D导航避障技术，结合多模态传感器融合感知，可完成一些质检类工作。
海通证券指出，近期，叠加AI大模型的加持，国内外企业关于人形机器人的研发进展不断刷新。在产业资本争相布局、生成式AI大模型技术持续迭代升级的背景下，叠加政策红利，2024年有望成为人形机器人量产元年。随着人形机器人产业化加速，人形机器人产业链有望初具规模。
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