港股异动 | 机器人概念多数走高人形机器人利好催化频出巴克莱看好市场规模迎来突破

智通财经

May 21

智通财经APP获悉，机器人概念多数走高，截至发稿，埃斯顿(02715)涨11.96%，报16.1港元；德昌电机控股(00179)涨8.35%，报27.76港元；越疆(02432)涨7.07%，报33.92港元；兆威机电(02692)涨6.63%，报78.08港元；优必选(09880)涨4.63%，报115.2港元。

消息面上，近期人形机器人利好催化频出，人形机器人厂商Figure近日举办7×24小时直播活动，以记录F.03机器人处理小型包裹分拣的工作过程。官方表示F.03机器人在近一周内没有出现任何故障。此外，特斯拉CEO马斯克此前确认，Optimus机器人将于7月下旬或8月在弗里蒙特投产。

巴克莱在最新发布的人形机器人专题报告中表示，人工智能（AI）正从“数字智能”迈向“物理智能（Physical AI）”，而人形机器人将成为这一轮技术革命最重要的载体之一。该行指出，随着“Brains（大脑）、Brawn（身体）、Batteries（电池）”三大核心能力同步突破，人形机器人市场有望在2035年前成长为一个规模高达2000亿美元的新产业，并进一步支撑一个规模达到1万亿美元级别的物理AI生态。

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