Tiger Brokers

机器人概念持续走高 埃斯顿(02715)涨5.78% 物理AI赛道获黄仁勋与孙正义持续看好

金吾财讯
Jun 09

金吾财讯 | 机器人概念持续走高，诺比侃(02635)涨9.38%，埃斯顿(02715)涨5.78%，中芯国际(00981)涨5.10%，范式智能(06682)涨4.93%，凯乐士科技(02729)涨4.77%，华虹宏力(01347)涨4.45%，乐动机器人(01236)涨2.55%。

消息面上，黄仁勋与孙正义持续看好物理 AI 赛道。黄仁勋 6 月 7 日在首尔指出，物理 AI 与机器人将深度赋能工业及半导体制造；孙正义表态物理 AI 与机器人是下一个万亿赛道，将催生万亿市值企业。

产业端催化密集落地。特斯拉弗里蒙特工厂完成产线改造，Optimus V3 预计 6 月亮相，7—8 月投产，规划年产能百万台。宇树科技科创板 IPO 历时 73 天过会，拟募资 42.02 亿元投入机器人研发，机器狗已在亚马逊热销。

分析指出，机器人产业进展仍在加速，供应商流程闭环，大批量生产近在咫尺。近期核心供应商已经收到PPA回函及项目书，周度正式订单量已经在爬坡，包括Tier1以及零部件厂商，近期订单数量逐周开始提升，6月有望突破周产超100台，三季度指引未变，9月预计达周产超1000台。此外，无论是T链（特斯拉供应链）还是供应商，自动化线在积极调试，一旦产线配置完成，产量将快速提升。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10