2月20日港股马年首个交易日，机器人概念大涨，截至发稿，越疆涨超21%，速腾聚创涨超8%，优必选 涨超5%，三花智控（002050）涨超6%。 消息面上，马年春晚引爆机器人热潮，松延动力、宇树科技、魔法原子、银河通用四家机器人公司今年 分别亮相小品、武术、歌曲及微电影四大类节目。据悉，一系列精彩的机器人表演不仅吸引了广大观众 的关注，引爆社交网络，也带火了平台销售。 多个相关话题相继冲上热搜。 此外，机械狮舞将东方美学与岭南文化完美融合，向观众证明，中国在人工智能和机器人领域，不仅拥 有硬核科技，更具备深厚的文化融合能力与艺术表达软实力。 原创歌曲《战马》则成为当晚的美学亮点。作品以马年生肖为灵感，将传统"跃马扬鞭"的意象与赛博光 影效果深度融合，通过震撼的音乐编排与极具张力的舞台呈现，成功营造出浓厚的节日氛围，以创新美 学重构了春节叙事。 这场晚会并未止步于技术炫技，而是深入探讨了科技时代的人类情感命题。小品《2046的团圆年》通过 一个幽默而温馨的故事——儿子带"特殊女友"回家过年被老爸识破，巧妙地揭示了在未来家庭中，人类 情感的不可替代性。它在笑声中引发观众思考：无论技术如何进步，人与人之间的温情始终是 ...

【导读】春晚机器人"刷屏"，港股机器人板块逆市走强 中国基金报记者 晨曦 大家好！上午港股市场不振，机器人板块逆市猛涨，引发关注。 2月20日上午，港股机器人概念股集体走高。截至午间收盘，首程控股涨超11%，报2.34港元/股。 据悉，2026年马年春晚圆满落幕，首程控股投资和服务企业松延动力、宇树科技、银河通用三家企业同 台亮相，在国家级舞台上展现了中国机器人产业在不同细分赛道的技术积淀与落地能力。目前，首程控 股已系统性布局宇树科技、云深处、银河通用、加速进化、星海图、星动纪元、松延动力等行业头部企 业。 越疆机器人同样登上了今年的央视春晚舞台。2026年央视春晚微音乐剧《每道光》中，越疆智能科技有 限公司生产的协作机器人惊艳亮相。据悉，越疆机器人是全球协作机器人领军企业，全球累计部署量超 10万台，位居中国第一、全球前二，产品覆盖15大行业、200余个智能制造场景。 人形机器人龙头优必选，上午一度大涨13%，截至午间收盘涨6.74%。 越疆盘中一度涨超22%，截至午间收盘涨19.2%，报47.56港元/股。 | 最高:156.4 | 今开:142.0 | 成交量:591.48万股 | | --- | - ...

【导读】春晚机器人"刷屏"，港股机器人板块逆市走强 人形机器人龙头优必选，上午一度大涨13%，截至午间收盘涨6.74%。 禾赛-W涨近6.7%，报215.2港元/股。 消息面上，宇树两款人形机器人均搭载禾赛JT128激光雷达，几十台宇树G1机器人与一台H2机器人一同 在舞台上秀出"赛博真功夫"。作为当前搭载具身智能机器人最畅销的迷你型360°激光雷达，禾赛JT系列 激光雷达累计交付量已突破20万颗，成功应用于多款具身智能机器人产品。 港股三花智控上午同步走高，截至午间收盘涨超6%。 今年马年央视春晚，被不少观众称为"科技春晚"，魔法原子、银河通用、宇树科技、松延动力等机器人 厂商登陆2026年央视春晚，各地卫视春晚也以机器人参与节目及串场为特色。机器人扎堆上春晚背后， 市场对机器人概念股也格外关注。 中国基金报记者晨曦 大家好！上午港股市场不振，机器人板块逆市猛涨，引发关注。 2月20日上午，港股机器人概念股集体走高。截至午间收盘，首程控股涨超11%，报2.34港元/股。 据悉，2026年马年春晚圆满落幕，首程控股投资和服务企业松延动力、宇树科技、银河通用三家企业同 台亮相，在国家级舞台上展现了中国机器人产业 ...

开盘后，板块分化明显，资金逐渐从大型科技股轮动至AI应用标的。科技权重股普遍承压，百度集团- SW、金蝶国际、哔哩哔哩-W、京东健康等跌超5%，阿里巴巴-W跌超3%。 2月20日，港股迎来马年首个交易日，三大指数集体低开。马年春晚机器人亮相引发市场广泛关注，机 器人概念股逆势走强，成为今日最亮眼的主线。 Wind数据显示，截至午间收盘，恒生指数跌0.6%，恒生科技指数跌2.28%，恒生中国企业指数跌 0.59%。 | 資料 | 成分 | 资讯 | 相关基金 | 月度收益 | | --- | --- | --- | --- | --- | | 名称 | | 现价 | 涨跌幅 ◆ | lil | | 百度集团-SW | | 129.800 | -5.67% | -0.15° | | 9888.HK | | | | | | 金蝶国际 0268.HK | | 10.550 | -5.47% | 0.009 | | 毕 里 昨 里 - W | | 230.000 | -5.12% | 0.099 | | 9626.HK | | | | | | 京东健康 | | 57.600 | -5.03% | -0.35° | | ...

2月20日，港股迎来马年首个交易日，三大指数集体低开。马年春晚机器人亮相引发市场广泛关注，机 器人概念股逆势走强，成为今日最亮眼的主线。 Wind数据显示，截至午间收盘，恒生指数跌0.6%，恒生科技指数跌2.28%，恒生中国企业指数跌 0.59%。 来源：中国证券报 | < W | 智谱(2513) | | | | | --- | --- | --- | --- | --- | | 02-20 11:59:58 | | | | | | 605.000 ® 18.4亿 | 股本 4.46亿 市容 | | -137 万得 | | | | | | 12 1 | | | 97.000 19.09% 换 1.42% | 市值 2697亿 市净 | -40 | | | | 分时 五日 HK | 周K | | 月K 中文 | | | 營加 | 均价:585.285 | | 盘口 成交 | | | 65.000 | | | 25.00% 卖10 609.500 200(2) | | | | | | 卖9 609.000 1800(9) | | | | | | 卖8 608.500 100(1) | | | | | | 美7 ...

本文源自：金融界AI电报 港股市场机器人概念股集体大涨，其中，越疆涨超21%，首程控股涨近12%，速腾聚创涨超9%，优必 选、三花智控涨超6%，力劲科技、云迹涨超4%，微创机器人-B涨超3%。 ...

Group 1 - The Hong Kong stock market experienced a decline on the first trading day of the Year of the Horse, with the Hang Seng Technology Index falling by 2.28% and the Hang Seng Index down by 0.61% [1] - Internet technology stocks faced pressure, while the semiconductor sector also weakened [1] - In contrast, the robotics sector showed strong performance, with companies like Yujian rising over 19% and UBTECH increasing by over 6% [1] Group 2 - The surge in the robotics sector is closely linked to the "robot effect" from the 2026 CCTV Spring Festival Gala, which featured a high density of humanoid robots [2] - The Spring Festival Gala significantly boosted consumer interest, with JD.com reporting a 300% increase in robot search volume and a 150% increase in order volume within two hours of the gala [1][2] - The Beijing Economic and Information Technology Bureau noted that the city has over 30 humanoid robot manufacturers, positioning it among the top in the country [2] Group 3 - The East Wu Securities mechanical research team highlighted that advancements in core robotic capabilities are crucial for the industry's growth and transition from laboratory to factory settings [2] - The period from 2021 to 2025 is seen as foundational for the robotics industry, with 2026 expected to mark a significant shift towards large-scale production by leading companies [2] - Public funds have been actively researching the robotics supply chain, with major firms like Jiashi Fund and E Fund participating in investor activities [2]

Market Overview - The Hong Kong stock market indices experienced a collective decline, with the Hang Seng Index down by 0.61% to 26,544.12 points, the Hang Seng Tech Index down by 2.28%, and the National Enterprises Index down by 0.59% [1][2] Sector Performance - Technology stocks faced significant losses, with Baidu and Bilibili dropping over 5%, Alibaba and NetEase down over 3%, and Xiaomi and Kuaishou down over 2% [1] - Conversely, oil stocks showed resilience, with PetroChina rising over 4% amid geopolitical tensions in the Middle East [2] - The robotics sector saw a surge, particularly with Yujian rising over 19% following a strong performance during the Chinese New Year Gala [3][4] AI and Robotics Stocks - AI application stocks also experienced notable gains, with Zhiyu rising over 19% after announcing a "computing power partner" recruitment plan aimed at optimizing their GLM-5 model [4][5] - The sales of robotic products on Douyin e-commerce saw a significant increase, with GMV growing by 1680% and order volume increasing by 655% from February 16 to 18 [3]

Market Overview - On February 20, the Hong Kong stock market experienced a decline on its first trading day of the Year of the Horse, with the Hang Seng Index, Hang Seng Tech Index, and other indices showing weakness, particularly the Hang Seng Tech Index which fell over 2% [1][8] - The Hang Seng Index closed at 26,544.62, down 161.32 points or 0.60%, while the Hang Seng Tech Index was at 5,245.10, down 122.42 points or 2.28% [2][9] AI and Robotics Sector Performance - Despite the overall market decline, AI application stocks surged, with Haizhi Technology Group rising over 28% to a peak of 154.4 HKD per share, marking a new high since its listing. Other notable gains included Zhiyuan up nearly 20%, and Yujian up over 18% [2][9] - The Spring Festival Gala showcased humanoid robots from four companies, highlighting advancements in robotics and AI technology, which have garnered significant public interest [4][11] - Douyin e-commerce reported a substantial increase in sales of robot products during the Spring Festival, with GMV growing 1680% and order volume increasing 655% from February 16 to 18 [4][11] Industry Insights - Dongwu Securities emphasized that advancements in core robotic capabilities are crucial for the technology's transition from laboratory to factory settings [5][12] - According to a recent report by招商证券, the AI application sector is witnessing simultaneous technological breakthroughs and intensified commercial competition, supported by national strategies for long-term development [6][12] - The report also noted that while index valuations are slightly high, the dual drivers of industry trends and policy benefits suggest potential upward movement in the market [6][12] Storage Sector Developments - On the same day, storage concept stocks in Hong Kong showed slight gains, with companies like 澜起科技 rising over 8% and 兆易创新 nearly 4% [6][12] - Reports indicated that Samsung Electronics is negotiating pricing for its latest generation of AI storage chips, which could be up to 30% higher than the previous generation [6][12]

港股市场机器人概念股集体走强，其中，越疆涨超18%，速腾聚创涨超11%，首程控股涨9%，优必选涨 近9%，云迹、 三花智控、极智嘉-W涨超6%，微创机器人-B、力劲科技涨超5%。 消息面上，马年春晚 再次将 人形机器人推向舞台中央。多家中国新兴人形机器人初创企业——宇树科技、银河通用、松延 动力和魔法原子在春晚上展示了各自的产品。 春晚期间，抖音电商同步推出"春晚同款"供给，带动相 关话题持续发酵、同款商品稳步热销。抖音电商数据显示，2月16日-18日，抖音电商机器人产品GMV 同比增长1680%，订单量同比增长655%。（格隆汇） ...