具身智能产业跟踪(2):政策持续支持 关注基于应用落地的产品迭代

中国银河证券股...
03 Jun

行情回顾:2025 年 5月 26-30日,具身智能指数跌幅 5.61%,与申万 31 个一级行业指数涨跌幅排名比较中排名第32,跑输沪深 300约 4.52pcts。年初至今涨幅为23.58%,跑赢沪深300 约26pcts。估值上,最新具身智能指数静态 PE 约 35.7 倍,处于历史中等偏高水平。量上,具身智能指数成分股合计成交量达 144.4 亿股,环比上周-9.1%,居历史中等水平。上周...

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