12月5日，港股机器人概念股再度走强，越疆涨超5%，力劲科技涨超3%，优必选、三花智控、云迹涨超2%。
据报道，特朗普政府将目光投向了机器人产业，据知情人透露，政府正考虑明年发布一项关于机器人技术的行政命令。值得一提的是，近期海内外机器人赛道催化不断。继特斯拉发布“擎天柱”跑步视频后，Figure创始人布雷特·阿德科克也晒出了F.03人形机器人的跑步姿态。此外，国内优必选等人形机器人制造商收到大金额新订单。
瑞银证券指出，机器人2026年量产的积极信号正在逐步显现。特斯拉、越疆等人形机器人企业的产能规划逐步落地，中国厂商订单持续增长，欧洲投资者兴趣明显升温。具身智能订单落地与应用场景扩展正在为行业注入新的活力。
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