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港股異動丨機器人概念股拉昇 盛業盤中大升近13%再創新高
格隆匯 03-24 10:38
港股機器人概念股拉昇,其中,盛業一度大升近13%續刷歷史新高,小米集團、美的集團升近3%,金力永磁、越疆升2.5%,華虹半導體、第四範式、中芯國際升超1%。消息上,央視財經稱,多個機器人廠家的訂單出現爆發式增長。某公司負責人表示,公司在搶“五一”前交貨,現在每天工作量是原來的10倍。業內人士表示,2025年或將成為機器人量產元年,隨着產業鏈不斷完善成熟,一台人形機器人的造價已經從2018年的300萬元降到了如今的幾十萬元,接下來,機器人的技術突破與市場增長都將迎來爆發期,價格也將持續下探。華泰證券研報指,北京時間3月19日,英偉達GTC大會正式召開,除硬件產品更新之外,英偉達CEO黃仁勛在會上詳細介紹了公司在軟件生態的全面佈局。AI應用正處在從Agentic AI向Physical AI跨越的重要時點,數據權限、計算能力、軟件生態三大要素正加速突破,看好2025年AI應用發展提速。工業、機器人兩大複雜場景已成為各廠商的突破重點,看好2025年兩大場景的產品與技術突破。(格隆匯)

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