异动解读 | 优必选盘中大涨6.94%,人形机器人合作驱动股价上扬

异动解读
May 16, 2025

港股上市公司优必选(09880.HK)今日盘中大涨6.94%,引发市场广泛关注。截至发稿,该股报96.25港元/股,成交量超过1030万股,换手率达2.78%。

消息面上,华为与优必选科技于5月12日在深圳正式签署全面合作协议,这被认为是推动股价上涨的主要原因。华为此次入局为AI大模型与机器人运动控制的结合带来突破,有望解决传统机器人"不够智能"的痛点,大幅提升商业化可行性。这一合作标志着华为正式进军人形机器人领域,为优必选带来新的发展机遇。

值得注意的是,南向资金也对优必选表现出浓厚兴趣。据报道,5月15日南向资金增持优必选259.76万股,截至当日收盘,港股通共持有优必选8750.73万股,占流通股23.58%。近20个交易日内,优必选股价累计上涨29.86%,港股通累计增持876.33万股,显示出投资者对公司前景的看好。

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