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A股異動丨機器人概念股走高 每日互動錄得3日20CM升停 拓維信息升超5%
格隆匯 02-06 09:47

機器人概念股持續拉昇走高,其中,每日互動錄得3日20CM升停,斯萊克升超18%,美格智能、日發精機、雷柏科技盤初直線封板,拓維信息、天娛數科升超5%。東吳證券研報稱,人形機器人要實現多場景的商業化應用落地,仍需解決智能化的應用問題,AI入局將助推人形機器人產業化進程加速。DeepSeek-R1模型的推出證實了AI在成本端與性能端都在快速迭代,Figure與OpenAI結束合作證明機器人本體公司未來有望垂直整合具身智能產業鏈。人形機器人作為AI的最佳載體,有望伴隨AI技術的進步充分受益,不斷加速產業化進程。(格隆匯)

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