智通财经APP获悉，机器人概念股午后跌幅扩大，截至发稿，德昌电机控股(00179)跌4.77%，报29.52港元；越疆(02432)跌4.09%，报36.58港元；三花智控(02050)跌1.8%，报39.32港元。
消息面上，据新浪财经报道，近日市场传言称“宇树科技上市绿色通道被叫停”，有投行人士表示，宇树科技一直没有申请过上市的绿色通道，一直是按照正常的企业上市流程在走，所以也就不存在所谓的“宇树科技上市绿色通道被叫停”。宇树科技也表示，上述报道涉及宇树科技上市工作相关动态情况的内容与事实情况不符，宇树科技未涉及申请“绿色通道”相关事宜。
银河证券此前发布研报称，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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