地平线机器人(09660)今日盘中大跌11.62%,引发了市场的广泛关注。这主要是由于高盛近日发布的报告显示,人形机器人在未来2-3年难以达到与人类相同的工作效率,而要实现大规模应用还需5-10年时间。
分析师指出,虽然人形机器人在和运动控制方面取得了一些进展,但要实现大规模商业化应用依然需要在算法和硬件层面进行持续改进。这一评估结果低于市场之前对机器人技术商业化进程的乐观预期,打击了地平线机器人等机器人概念股的股价。
报告发布后,除了地平线机器人大跌11.62%之外,瑞声科技、速腾聚创、高伟电子等机器人相关股均出现不同程度下跌。供应链方面,舜宇光学科技和优必选等上游厂商股价也出现下滑。整体来看,高盛分析师观点令投资者对人形机器人先期投资定价的高预期有所降温。
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