郭家耀:外圍動盪港股進入整固期 小鵬(09868.HK)佈局人形機械人
港灣家族辦公室業務發展總監郭家耀稱,美股週四(13日)走勢下滑,貿易戰消息持續困擾市場,大市低開後跌幅擴大,三大指數均錄得顯着跌幅收市。美元走勢靠穩,美國十年期債息回落至4.27釐水平,金價表現強勁,油價走勢偏軟。港股預託證券大致向好,預料大市早段溫和高開。
內地股市昨日下跌,滬綜指高開低走,收市下跌0.4%,滬深兩市成交額亦有所縮減。
港股走勢回落,主要受外圍市場影響,大市反覆低收,整體成交亦有所減少。外圍走勢動盪,預料大市進入整固期,指數繼續於23,000至24,000點水平徘徊。
另小鵬-W(09868.HK)表示已在人形機械人產業深耕五年,未來可能還要投入千億元人民幣。小鵬指出中國的人形機械人和具身智能像中國新能源汽車的早期發展階段,國家的政策、法規在前期的規劃、牽引、指導非常關鍵。從目前來看,還處於早期階段,投入也會相對保守。小鵬自2020年起佈局人形機械人產業,於2024年11月推出首款AI人形機械人IRON。集團計劃2026年量產面向工業場景的L3級人形機械人,實現手、腳、眼、腦全向協同能力。目前工業場景和消費場景已有一些簡單的機械人邁入商用階段,接下來汽車生產會應用到大量人形機械人。
大模型數據的積累,將成爲人形機械人產業的一個門檻,其中涉及的研發投入和研發強度要遠高於汽車產業。隨着AI汽車產業的逐漸成熟,通用的人形機械人會成爲汽車與機械人產業融合的載體,二者在供應鏈、技術、使用場景、渠道,甚至品牌上都會進行融合。內地的具身智能未來會成爲巨大產業,並領先全球。人形機械人將成爲未來市場熱點,投資者將尋找在此領域領先的企業,相信對小鵬估值有正面作用。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.