[Hot Spot Tracking] "National Team" steps in, robotics concept stocks surge across the board
$NVIDIA(NVDA.US) CEO Jensen Huang "hyped up" the robotics market at GTC 2025, with the company announcing the launch of the world's first open-source humanoid robot functional model Isaac GR00T N1.
The news added fuel to the Hong Kong stock market's humanoid robot concept sector, with $DOBOT(02432.HK), $HORIZONROBOT-W(09660.HK), and $UBTECH ROBOTICS(09880.HK) all seeing significant stock price increases. Dobot Technology launched the world's first full-size embodied intelligent humanoid robot Dobot Atom priced at 199,000 yuan, Horizon Robotics focuses on autonomous driving and AI chips, and UBTECH's Walker S1 robot performs intelligent inspection tasks at the joint factory of BAIC and Huawei.
CSC Financial predicts that 2025 may be the first year of mass production for humanoid robots, with industry demand expected to grow exponentially. The robotics sector has seen impressive gains this year—do you think the sector can go even further?
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