智通财经APP获悉，机器人概念股集体拉升，截至发稿，港仔机器人(00370)涨10.29%，报0.75港元；小鹏汽车(09868)涨4.14%，报74.15港元；三花智控(02050)涨4.15%，报21.6港元；优必选(09880)涨3.84%，报110.9港元。
消息面上，近日，优必选科技与家政服务平台天鹅到家，在深圳正式签署战略合作协议。双方将共同推动人形机器人与“家庭”场景深度融合，促进应用落地。双方将联合制定业内首个《人机协作家庭服务作业指导书》，明确机器人与家政人员的职责边界与协作流程。优必选与天鹅到家将共同探索“机器人+人”的创新服务模式，通过机器人辅助人类完成任务、提供情感连接与情绪价值。
摩根士丹利发布预测称，到2050年人形机器人市场规模有望达到5万亿美元。据该机构亚洲科技行业研究主管金荣灿分析，物理智能正成为人工智能发展的核心驱动力之一。届时全球人形机器人部署量预计达10亿台，约每10人拥有1台。报告指出， adoption路径非线性，2035年前进展相对缓慢，但将在2030年代后期显著加速。
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