金吾财讯 | 机器人概念股走强，截至发稿，沃尔核材(09981)涨7.00%，越疆(02432)涨6.63%，云迹(02670)涨5.85%，德昌电机控股(00179)涨5.00%，速腾聚创(02498)涨4.74%，诺比侃(02635)涨4.54%，力劲科技(00558)涨4.35%。华源证券发布研报称，从春晚舞台的惊艳表现到销量以及出货量的大幅提升，人形机器人在背后完成了一系列“超进化”。2026年人形机器人产业正迎来“1-10”的关键跨越，行业量产与出货预期修复或将带动产业链上游核心零部件环节深度受益，后续头部整机厂冲刺资本市场，相关标的有望迎来新一轮重新定价窗口。
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