1月2日，港股机器人概念股盘中集体拉升，三花智控涨超5%，极智嘉-W、地平线机器人-W、德昌电机控股均涨超3%。
近期市场有传闻称，供应商陆续在北美拜访，特斯拉Optimus发包在即，市场已经开始预热。银河证券发布研报称，特斯拉Optimus第三代机器人预期2026年发布，预计明年量产数万台，近期产业链交流频繁，量产、定价、审厂定点等确定性事件临近。
该行指出，特斯拉机器人作为人形机器人行业风向标，其进展是影响人形机器人投资的最大催化因素。11月马斯克薪酬激励方案通过，业绩目标包括Optimus机器人交付100万台。认为，特斯拉机器人的量产离不开国产供应链，建议积极关注前期深度参与特斯拉机器人及具备量产储备的产业链标的。
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