10月24日， 港股机器人概念股走强，极智嘉-W涨超8%，德昌电机控股涨超5%，优必选、第四范式、地平线机器人-W涨超3%。
消息面上，二十届四中全会于10月20日至23日举行，会议公报明确提出“加快高水平科技自立自强，引领发展新质生产力”的战略目标。公报强调抓住新一轮科技革命和产业变革历史机遇，全面增强自主创新能力，抢占科技发展制高点，加强原始创新和关键核心技术攻关。华泰证券认为，AI、具身智能等未来产业或将中长期受益于增量政策，科技自主可控是中长期主题。
值得关注的的是，近期机器人领域利好催化密集，国内人形机器人头部企业持续发布新产品并获得重要订单，智元机器人联合均普智能发布精灵G2；优必选再中标1.26亿大单。此外，宇树全尺寸人形机器人H2亮点突出，在180cm身高下，既能完成芭蕾的旋转、后仰、踢腿等柔韧动作，也能流畅打出出拳、提膝等考验稳定性的武术动作。海外方面，特斯拉近日发布季度财报，马斯克透露称Optimus 3代可能将于明年第一季度发布。
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