5月14日盘中，优必选（09880）股价大涨5.26%，引发市场关注。此次股价上涨主要受到公司与华为达成全面合作协议的利好消息推动。
据报道，优必选与华为近日在深圳签署了全面合作协议。双方将在具身智能和人形机器人领域展开深度合作，涵盖技术研发、场景应用及产业体系等多个方面。华为将发挥其在升腾、鲲鹏、华为云等技术领域的优势，结合优必选在全栈式人形机器人方面的技术实力，共同推动人形机器人从实验室走向工业、家庭等实际应用场景。
市场分析人士认为，此次合作对优必选具有重要战略意义。作为"人形机器人第一股"，优必选将借助华为的技术能力和产业资源，加速其商业化进程和全球化布局。同时，这一合作也反映了具身智能和人形机器人行业的发展前景，有望推动相关技术的突破和应用场景的拓展。随着2025年被视为具身智能的量产元年，优必选有望在这一新兴市场中抢占先机。
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