智通财经APP获悉，机器人概念股显著回调，截至发稿，埃斯顿(02715)跌10.14%，报18.6港元；越疆(02432)跌8.98%，报25.34港元；兆威机电(02692)跌8.34%，报43.5港元；三花智控(02050)跌5.71%，报26.76港元。
消息面上，8月19日，宇树科技正式登陆科创板，开盘即大涨629.44%报1100元/股，按此开盘价计算，中一签可获利约47.46万元，超过前一日上市的频准激光，成为A股全面注册制以来沪深两市最赚钱的新股。
此前有市场分析认为，巨型科技IPO会吸引大量机构资金从现有机器人概念股中撤出，调仓至新股，导致板块内部分化加剧。不过，中长期看，宇树登陆A股意味着中国资本市场的科技权重正式从移动互联网切换至具身智能，会牵引更多长期资金系统性配置人形机器人赛道。
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