金吾财讯 | 机器人概念股走强，截至发稿，越疆(02432)涨12.14%，高伟电子(01415)涨8.52%，地平线机器人-W(09660)涨4.30%，小米集团-W(01810)涨2.34%，舜宇光学科技(02382)涨1.70%，瑞声科技(02018)涨1.41%。消息面上，昨日，越疆推出全球首款同时具备灵巧操作和直膝行走的全尺寸具身智能人形机器人产品DobotAtom。DobotAtom公布售价19.9万元人民币起，这标志全尺寸人形机器人正式进入19.9万元人民币价格带，量产时代或将提前到来。高盛研究部早前预计，2035年全球人形机器人市场或将达到380亿美元的规模。高盛表示，人工智能加速演进、技术突破、研发及资本支出投资加大，进一步推动人形机器人市场的发展。从目前的进展来看，行业可能在2025年从研发阶段步入量产阶段。
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