股东大会渐近，特斯拉机器人“烟雾弹”频现，概念股再度活跃

格隆汇06-12

6月12日，人形机器人板块表现活跃，截至发稿，丰立智能涨超14%，领益智造涨停，埃斯顿、雷赛智能、长盈精密、吉宏股份等涨幅居前。减速器概念跟随走强，巨轮智能涨停，斯菱股份、爱仕达、宝塔实业等跟涨。消息面上，2024 年特斯拉股东大会将于 6 月 13 日举办，宣传视频中展示多个 Optimus 片段，Optimus 可以实现电池流水线搬运、分拣，工业场景操作非常熟练。此外，特斯拉官宣已在其工厂中...

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Fan的领导和英伟达的资金支持，让GEAR小组有望在具身智能体领域取得更多突破性成果。而对于特斯拉机器人，Jim Fan 最新信息评价称：Optimus 拥有世界顶级的五指灵巧机器人手，具备先进的触觉感应和高自由度，以及低延迟的远程操作软件，这些都是其在仿人机器人领域取得领先的关键因素。Jim Fan 指出 Optimus 拥有11 个自由度远超竞争对手近一倍。马斯克淡定回复：年底会翻倍！到22 个自由度。商业化落地加速近期，人形机器人领域迎来快速发展，商业化落地加速，业界普遍预预计2024年将成为人形机器人商业化的起点。5月31日，东风柳汽与优必选科技签署战略合作协议，推动人形机器人在汽车制造中的应用。5月，东风柳汽与优必选科技签署协议，共同探索人形机器人在汽车制造中的应用。宇树科技发布的Unitree G1以其9.9万元的起售价，有望推动人形机器人的广泛普及。4月，北京人形机器人创新中心和奇瑞汽车也分别推出了开发平台“天工”和双足机器人“Mornine”。同时，OpenAI计划重振其机器人项目，积极招募人才，利用其在AI技术上的优势，与硬件制造商合作，加速技术市场化。业内认为，结合其在AI领域的优势，通过与行业领先的硬件制造商合作，OpenAI能够加速实现从实验室到市场的转化。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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