优必选大涨8%!T链加速落地,Q4依然看好机器人作为强主线之一

同壁财经
Sep 30, 2025

节前最后一天,市场整体观望气氛浓厚,但机器人板块延续强势,优必选更是大涨8%!我想主要推手还是优必选的“实锤订单”。优必选旗下的UQI优奇刚和天奇股份签了3000万工业人形机器人Walker S采购合同!算上这笔订单,截至目前,优必选Walker系列人形机器人已获得近4.3亿元合同(含上半年已交付近5000万元人形机器人订单,不含全尺寸科研教育人形机器人天工行者的订单)。此前,优必选9月获得的那笔...

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