优必选（09880.HK）今日盘中大涨14.91%，引起市场广泛关注。这一显著涨幅主要源于公司与华为签署的全面合作协议。
根据报道，华为与优必选科技在深圳正式签署全面合作协议。双方将围绕具身智能和人形机器人领域，在产品技术研发、场景应用及产业体系等方面开展创新合作。华为将发挥其在升腾、鲲鹏、华为云及大模型等方面的技术创新能力，结合优必选全栈式人形机器人技术优势，共同推动人形机器人从实验室创新向工业、家庭等场景的落地应用。
分析人士认为，此次合作不仅涉及单个技术，而是场景生态的全方位渗透。优必选在产业中的独特地位得到进一步认可，有望通过此次合作扩大其在B端市场的优势。同时，这一合作也标志着具身智能机器人产业正加速向商业化迈进，或将成为未来5至10年最重要的科技产业机会之一。投资者对优必选未来发展前景表示乐观，推动其股价今日大幅上涨。
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