异动解读 | 机器人概念股越疆盘中大涨5.12%,行业前景看好

异动解读
Sep 02

周二盘中,机器人概念股越疆(02432)股价大涨5.12%,引发市场关注。该股的强劲表现与整个机器人板块的逆市上涨趋势相一致。

据市场数据显示,机器人概念股今日普遍走强。其中,微创机器人-B(02252)涨幅最大,达12.10%;德昌电机控股(00179)和力劲科技(00558)分别上涨8.60%和8.12%。此外,小米集团-W(01810)、优必选(09880)等知名科技公司的股价也有不同程度的上涨。

分析人士指出,中国拥有庞大的人形机器人下游应用市场,这为相关企业带来了巨大的发展机遇。大和证券表示,中国能够生产低成本、质量可靠且零部件成本低的机器人,这可能在未来为先进制造业提供强有力的支持。预计人形机器人的初步应用将出现在制造业、物流、医疗健康和AI训练等领域,而中国对这些领域有相当大的市场需求,这可能加速人形机器人在中国的普及。在这一背景下,越疆等机器人概念股受到投资者青睐,推动其股价上涨。

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