A股收評：人形機器人概念沸騰，半導體大爆發，影視股反彈！
2月19日，A股主要指數低開高走，滬指收升0.81%報3351點，深證成指升1.46%，創業板指升2.03%，北證50指數升5.36%。
全天成交1.75萬億元，較前一交易日縮量771億元，全市場超4600股上升。
盤面上，人形機器人板塊爆發，半導體、存儲芯片、PEEK材料概念股走強，工業母機、新型工業化板塊拉昇，可控核聚變、電機、汽車零部件、儀器儀表及麒麟電池等板塊升幅居前。另外，銀行、煤炭等少數幾個板塊錄得下跌。
具體來看：
人形機器人股大爆發，杭齒前進6連板，長盛軸承3天2板，三豐智能、漢威科技等多股掀升停潮。消息面上，樹科技CEO王興興最新稱，人形機器人進化速度已超出其預期。今年底前，人形機器人將達到“新量級”。明年或後年，服務業和工業基本可以推廣應用。
半導體股強勢，帝奧微、路維光電、韋爾股份、大為股份等多股升停。消息面上，特朗普宣佈將在4月初公佈針對汽車、半導體和藥品的進口關税，税率將達到"25%甚至更高。銀河證券稱，看好國產算力需求爆發和半導體制造產業鏈天花板抬升。在內部需求爆發和地緣政治的共同影響下，我國半導體產業鏈相關企業將獲得更多的驗證機會和場景，步入良性循環。
PEEK材料概念股走強，雙林股份、金髮科技、沃特股份等多股升停。消息面上，宇樹科技帶火PEEK材料概念股，日前宇樹科技CEO王興興在社交平台上發佈一則“宇樹G1跳舞實拍”視頻，視頻中機器人舞姿絲滑。宇樹科技表示，人形機器人很有可能“超越人類最快的百米速度”。
影視股反攻，慈文傳媒升停，光線傳媒反彈收升超4%，華策影視、唐德影視、上海電影等紛紛跟升。消息面上，《哪吒2》延長上映至3月30日。燈塔專業版數據顯示，截至2月19日15點20分，《哪吒2》票房突破124.22億元，登頂全球動畫電影票房榜，居全球影史票房榜第八位。
煤炭股跌幅居前，晉控煤業跌超2%，陝西煤業、甘肅能化、中煤能源、中國神華等跟跌。美銀證券稱，短期內煤價沒有復甦的跡象，並指當前煤股估值並不吸引，而且市場已更專注於DeepSeek相關的科技股機會。此外，鑑於現貨煤價非常接近合約價格水平，加上部分地區電費持續疲弱，中國神華的防守性可能較低。鑑於中國神華的合同煤持倉量較高，且成本較同業為低，因此維持“中性”評級。
銀行股走低，寧波銀行、常熟銀行、鄭州銀行、廈門銀行等紛紛跌超1%。
展望後市，美銀最新表示，中國股票的長期投資者正在迴歸。
受DeepSeek崛起等利好因素的帶動，買入中國股票（尤其是科技股）的理由正在改善，或許足以吸引長期投資者回歸。美銀認為，對中國股票的看法正在從“可交易”轉變為“可投資”，這將是心態和資金流向的重大轉變。
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