On the morning of February 26, robot concept stocks sprung up, with nearly 10 ** stocks such as Zhongya shares, Zhongwei Electronics, and Mahe shares, and more than 30 ** stocks rose by more than 10%.
According to the latest research report of CITIC**, the robot sector ushered in a strong ** after the Spring Festival, which is mainly due to the expected improvement in the progress of Tesla's humanoid robot industry chain, the promotion of robot technology innovation by AI giants, and the continued favorable help of policies and manufacturers. The easing of liquidity issues has also provided favourable conditions for the sector**. Driven by artificial intelligence, the pace of development of the robotics industry will be greatly accelerated. The research report highlights that the humanoid robot industry has broad prospects, and 2024 is expected to be a year of rapid development. The report maintains a "stronger than the market" rating on the humanoid robot industry, and recommends paying attention to high-certainty companies at the core of humanoid robots, robot targets that cooperate with NVIDIA, targets with good performance expectations and safe valuations, as well as over-falling and strong concept stocks.
In just three days, major events have occurred in the field of robotics, especially in the field of humanoid robots.
On Feb. 24, Tesla shared a new video via social media to demonstrate the smooth walking capabilities of its Optimus humanoid robot. According to reports, compared to a few weeks ago**, the giant arm on display this time seems to be an updated or more complete version, with more stable walking and smoother movements.
In addition, according to foreign media reports, technology giants such as Jeff Bezos and Nvidia will invest in Figure AI, a company that develops humanoid robots. The startup will raise about $6$7.5 billion, with a valuation of about $2 billion. Bezos, through its Discover Investments LLC, has pledged $100 million, Microsoft will invest $95 million, and Nvidia and Amazon-affiliated ** will provide $50 million each.
As one of the leaders in AI native applications, the industrialization process of humanoid robots is expected to be further accelerated in the context of the great development of AI.
In this dynamic era, the continuous progress of robotics technology has brought us unlimited imagination. How do you think humanoid robots will change our lives?