智通财经APP获悉，机器人概念股早盘普遍走低，截至发稿，地平线机器人-W(09660)跌9.1%，报6.69港元；金力永磁(06680)跌5.18%，报12.44港元；盛业(06069)跌4.45%，报13.3港元；高伟电子(01415)跌4.25%，报28.15港元；微创机器人-B(02252)跌3.91%，报16.7港元。
消息面上，近日，金沙江创投管理合伙人朱啸虎公开表示“正批量退出人形机器人公司”，引发关注。朱啸虎发表观点称，“旗下天使基金在过去几年投过一些早期的具身智能项目，而最近几个月都在退出这些项目。”他直言，人形机器人商业化路径确实不清晰，趁现在共识高度集中，有退出机会。
摩根士丹利中国首席经济学家邢自强表示，AI技术的落地、人形机器人的广泛应用及智能驾驶汽车的发展这三大科技创新有望成为中国经济的新亮点。人形机器人的崛起和广泛应用同样离不开中国。摩根士丹利的研究团队梳理了全球人形机器人的100强企业，其中60家企业在中国。中国在上下游产业链的集聚优势极大程度地降低了成本。
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