9月18日，港股机器人概念股强势冲高，其中，云迹大涨超16%领衔上涨，翼菲科技涨超7%，优地机器人涨近5%，黑芝麻智能涨近4%，范式智能涨3.5%，华虹宏力、华沿机器人涨超3%，越疆、仙工智能、兆威机电、卧安机器人涨超2%。
消息面上，特斯拉相关团队已于9月16日落地宁波，并于9月17日开启新一轮针对旗下机器人业务的量产审厂工作。据报道，本轮审厂将实质导向Optimus人形机器人的量产推进，特斯拉已向供应链企业下达相关订单，审厂团队涵盖设计、工程、采购、供应商管理四大部门。
政策与融资持续加码。9月14日，商务部等八部门出台新政，提出推广家庭服务机器人、健康监测、智能照护等适老化机器人产品。同日，深圳地瓜机器人宣布完成4亿美元C轮融资，用于强化具身智能基础设施。
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