機器人又爆了?!機器人ETF(159770)盤中大升3.15%!你上車了嗎?
2月29日光刻機概念盤中異動拉昇,半導體產業鏈大升,新萊應材、盈方微、紫光國微、張江高科、福晶科技、江化微升停。受產業鏈下游帶動,機器人板塊全線走強,盤中升超3%,藍英股份大升20%,華昌達上升12%,步科股份、智雲股份、博傑股份、紐威數控升超7%。
消息面上,業內人士透露三星電子正在計劃生產外骨骼機器人Botfit,這是三星的首款外骨骼機器人,預計第二季度或第三季度開始量產,預計第四季度或明年初正式上市。此外英偉達、OpenAI等繼續加碼人形機器人,特斯拉再次展示第二代Optimus步行能力。
當前機器人作為人工智能下一代具身智能的最佳載體,其本質是人工智能、和機械設備的結合,2024年以來AI的迅速發展將顯著助力機器人產業提速,人形機器人有望迎來產業落地年。當前,人形機器人行業面臨的核心問題是如何商業化落地,而提升人形機器人的通用性是人形機器人商業化落地的先決條件。隨着大模型技術的不斷突破,硬件設備逐步更新換代,人形機器人向着智能化、輕量化發展,商業化落地可期。機器人近期一路走高,珍惜回調的佈局好時機。欲佈局機器人產業鏈的投資者,可關注機器人ETF(159770)。
市場有風險,投資需謹慎,以上個股僅作客觀展示,不做個股推薦。
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