金吾财讯 | 机器人概念午后部分翻红，卧安机器人(06600)升5.84%，小鹏汽车(09868)升5.95%，五一视界(06651)升4.79%，港仔机器人(00370)升1.59%，小米集团(01810)升0.96%。华鑫证券表示，当前机器人板块整体位置较低，“两会”展现国家对国内人形机器人产业蓬勃发展的积极支持态度；T链催化逐步推进，Optimus Gen3有望于3月发布，看好板块持续性行情。建议在Gen3发布前优先布局T链确定性标的，实际发布效果超预期将带来板块性贝塔机会；同时，建议关注已在工业实用场景表现良好机器人本体厂商。
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