5月13日盘中，优必选（09880.HK）股价大涨14.91%，引发市场广泛关注。
消息面上，华为与优必选科技今日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。华为将发挥其升腾、鲲鹏、华为云及大模型等技术创新能力，结合优必选全栈式人形机器人技术优势，加速推动人形机器人从实验室创新向工业、家庭等场景的效率提升和落地复制。
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。华为将赋能优必选芯片、算力、研发体系提效，而优必选则将为华为提供工业端落地的经验。优必选在产业中的卡位极具稀缺性，市场看好其B端客户扩量、积累数据和经验、转动算法飞轮，从而铸就B端落地的牢固优势。华为总部和高层与优必选签约，也充分验证了优必选在行业中的独特地位。这一合作有望推动人形机器人产业加速发展，为优必选带来新的增长动力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.