金吾财讯 | 机器人概念股走强，截至发稿，速腾聚创(02498)涨15.37%，优必选(09880)涨4.98%。消息面上，在2025年中央广播电视总台春节联欢晚会现场，16个人形机器人穿着大红袄，转着手绢儿，扭起大秧歌。这些机器人头部搭载了深圳市速腾聚创科技有限公司，自主研发的激光雷达Helios，以此实现精确定位、顺畅走位。此外，优必选发布了全尺寸人形机器人Walker-S1，并与多个行业的头部企业共同探索人形机器人场景应用。长江证券称，2024年人形机器人发展呈现百花齐放的特征，国内外产业链共振，产业化趋势提速。特斯拉引领海外人形机器人发展进程，英伟达着力于软件平台端发力，不断完善机器人训练、深度学习的架构。
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