智通财经APP获悉，机器人概念逆市走高，截至发稿，兆威机电(02692)涨16.76%，报74.55港元；埃斯顿(02715)涨8.9%，报15.54港元；极智嘉-W(02590)涨5.77%，报18.32港元；优必选(09880)涨4.58%，报111.9港元；三花智控(02050)涨4.16%，报35.02港元。
消息面上， 特斯拉第三代人形机器人Optimus V3 (擎天柱第三代)预计年中亮相，2026 年7-8 月启动正式投产，产品测试稳步推进，预计2027 年投入外部场景应用。国内方面，此前宇树科技正式发布双臂人形机器人R1系列，起售价2.69万元，为该品牌定价最低的人形机器人产品。万联证券认为，当前人形机器人产业正处于从技术突破迈向规模化商业化的破晓时刻。
摩根士丹利此前研报称，正如十年前率先锁定电动汽车作为增长引擎一样，凭借在人形机器人领域的投入与先发优势，到2030年，中国在全球制造业中的占比将从目前的15%升至16.5%。研报数据显示，中国人形机器人年内狂揽全球46%风投。“中国人形机器人正凭借全产业链布局复刻‘电车奇迹’”。
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