Huang Renxun defines the new wave of AI! Physical AI may open up a great era, which two major Industries are expected to take off?

Physical AI is becoming the core battleground for next-generation AI.

At the site of the advanced manufacturing chain theme event of the 3rd Chain Expo, $英偉達 (NVDA.US)$ Founder and CEO Wong Yan Hun said that the next wave of artificial intelligence is Physical AI—Physic AI.

This is not the first time that Ai has been strengthened in the open market by Ai. Speaking at the International Computer Show in June, Mr. Wong emphasized the importance of Robotics and AI in the upcoming development: A new wave of AI is physical AI.

What is Physical AI?

Physical AI, aka Generative Physics AI, is a technology that uses autonomous machines such as Robotics and Auto-Driving Cars that can sense, understand, and perform repetitive operations in the real physical world.

It extends traditional generative AI, enabling it to understand the spatial relationships and physical behavior of the 3D world. It is commonly understood that the content of AI feedback must conform to the laws of physics.

PHYSICAI will give Robotics stronger environmental sensing, understanding, and interaction capabilities. Traditional Robotics can only perform tasks by default, so Robotics with Physics AI can better understand geo-scoped environments and respond accordingly to physical laws. We can better identify bodies, predict traffic jams, and navigate and operate in a diverse environment.

Which Industries Are Looking Forward to Developmental Timing?

According to NVIDIA News, Physics AI is about to unlock new features for every Industry, including Robotics, Autonomous Cars, and Smart Space.

For Goldman Sachs, automated driving, AI equipment, Robotics automation, and infrastructure and support are the most important areas for future physical AI applications.

After AI, the CEO of NVIDIA, Robotics is another market with a growth spurt. With self-driving cars becoming a major business application area for robotics, NVIDIA's goal is that Digital Robotics, Automated Vehicles, and tens of millions of robotics factories will be powered by NVIDIA technology.

Robotics

As a representative of physical intelligence, the development of Humanoid Robotics is accelerating towards the industrialization of the world. 2025 is the year of mass production of humanoid robots.

After AI, the CEO of NVIDIA, Robotics is another market with a growth spurt.

It is worth noting that domestic $京東集團-SW (09618.HK)$ 、 $美團-W (03690.HK)$ Internet factories such as these are adding to the Robotics Industry:

As Chieftain, Crowd-Engine Robotics, and Dynamic Three Furniture Smart Robotics Companies announced today that they have recently completed a financing investment by JD.com;

The US Group is on the road to creating five Ventures already launched, investing in companies such as Ustree Technology, Silver River General, Sphite Smart Aviation, Starship Maps, and Variable Robotics;

ANT GROUP CO.LTD. invests in Cloakroom Intelligence, Yueshu Technology, Star Maps, Stardust Smart, Tiger Robotics, this four-person robotic emitter company, and Spirit Hand Parts Company;

Xiaoyao Smart Manufacturing has completed its first investment in the field of Physical Intelligent Robotics, which is the first investment platform in the field of Smart Robotics.

On the other hand, Yushu Technology has just started the IPO process, which could be a weighty signal for the domestic Robotics track.

NAH, WHAT ARE THE VALUES OF COMPANIES IN THE HONG KONG AMERICAN STOCK MARKET? The Futubull manager is as follows, for reference by our mooers:

U.S. Stock Market

Other areas of Logistics Robotics: $亞馬遜 (AMZN.US)$ ・ Warehouse Robotics Faucet $Symbotic (SYM.US)$ Provide delivery within the last kilometer to Uber Technologies ride-hailing platform $Serve Robotics (SERV.US)$ 、Warehouse Robotics $ATS Corp (ATS.US)$ 、 $Guardforce AI (GFAI.US)$ ;

Robotics Software Areas: $英偉達 (NVDA.US)$ 、 $PTC Inc (PTC.US)$ 、 $Palladyne AI (PDYN.US)$ 、 $Mobilicom (MOB.US)$ 、 $高通 (QCOM.US)$ ;

Industrial Robotics Division: $特斯拉 (TSLA.US)$ 、 $霍尼韋爾 (HON.US)$ 、 $泰瑞達 (TER.US)$ 、 $林肯電氣 (LECO.US)$ ;

Areas of Robotics Automation: $羅克韋爾自動化 (ROK.US)$ 、 $斑馬技術 (ZBRA.US)$ 、 $康耐視 (CGNX.US)$ 、 $UiPath (PATH.US)$ 、 $Pegasystems (PEGA.US)$ 、 $Myomo (MYO.US)$ ;

Areas of Medical Robotics: $美敦力 (MDT.US)$ 、 $史賽克 (SYK.US)$ - Intelligent Robotics Radiosurgery System Developer $精確射線 (ARAY.US)$ 、

Global Surgical Robotics Tap Intuitive Surgical Company, Surgical Robotics Supplier $PROCEPT BioRobotics (PRCT.US)$ 、

Global Leader in Electrobiology Innovative Robotics $Stereotaxis (STXS.US)$ •Rehabilitation Robotics Leadership Company $Lifeward (LFWD.US)$ 、

A laparoscopic surgical machine commissioned by Bill Gates $Vicarious Surgical (RBOT.US)$ ・ Pharmacy Drug Delivery Robotics $Omnicell (OMCL.US)$ ;

Defense Robotics: $AeroVironment (AVAV.US)$ 、 $克瑞拓斯安全防衛 (KTOS.US)$ 、 $洛克希德馬丁 (LMT.US)$ 、 $諾斯羅普格魯曼 (NOC.US)$ 、 $波音 (BA.US)$、 $通用動力 (GD.US)$ 、 $Teledyne Technologies (TDY.US)$ 、 $雷神技術 (RTX.US)$ 、 $德事隆 (TXT.US)$ 、 $L3Harris Technologies (LHX.US)$ 、 $埃爾比特系統 (ESLT.US)$ 、 $Nauticus Robotics (KITT.US)$ ;

Professional Robotics: Underwater Robotics Oceaneering International, 3D Scanning Robotics $法如科技 (FARO.US)$ ;

Consumer Robotics Category: Scavenging Robotics $iRobot (IRBT.US)$ ;

Service Robotics: Developer of Robotics for Cleaning and Cooking Services $Richtech Robotics (RR.US)$ 。

Hong Kong Stock Market

Among which, whole machine manufacturers can pay attention $優必選 (09880.HK)$ 、 $越疆 (02432.HK)$ 、 $微創機器人-B (02252.HK)$ 、 $港仔機器人 (00370.HK)$ 。

The Preferred Choice is the first share of HKO Robotics, which prepares the advantages of full-scale humanoid robotics technology.

According to China, Preferred Technology Brand (Shanghai) Automotive Technology Technology Co., Ltd.$90.5115 millionRobotics Robotics Equipment Purchase Procurement Project, This is the Global Humanoid Equipment Acquisition Project, This is the Global Humanoid Robot Robotics Equipment Purchase Project, the Global Humanoid Robot Robotics, the largest gold mark in the global enterprise Purchase order.

Xijiang Robotics is the world's leading enterprise promoting the mechanical+humanoes+six-foot robotic platform.

Xiajiang Robotics launched six miniature robot dogs this month. It is an innovative product that combines knowledge, action, and mobility into one core.

According to the information, this machine dog has achieved several breakthrough innovations at the technical level:

High stability: Innate six-legged structure, triangular support for three points of contact, greatly reducing posture fluctuations, and resistance to sliding as stable as rocks;

Super Loads: Tensile forces close to 5 times the weight can be easily handled, releasing powerful kinetic energy and conquering heavy tasks;

High quietness: library-grade quiet level, natural low-impact gait, quieter without disturbing people, quietly perform various operations;

High Mobility: A more dynamic grounding strategy, multi-link coordination.

Micro-Robotics is a Global Business for the Future. Surgical Robotics Company with Embroidered Five Golden Tracks in Human Blood Tubes, Natural Canals, and Skin.

CHINA BEST GROUP, THE LEADER OF HONG KONG JIAI ROBOTS, HAS DEVELOPED A SERVICE SECTOR RELATED TO REAL ESTATE, AND THE GEARS OF OTHER OPERATIONS ARE DRIVEN BY THE INTERESTS OF THE REAL ESTATE MARKET. In March this year, CHINA BEST Group embarked on a transformational path, establishing a cooperation agreement with its wholly-owned subsidiary AI Group and Man-Shaped Robotics Technology. It plans to form a joint venture in Hong Kong — Hong Kong Robotics, to advance the robotics sector through a reorganization. Remarkably, Hong Kong Robotics has received no less than 1000 desktop smart security robot orders, amounting to 0.3 billion USD.

In addition, such as $小米集團-W (01810.HK)$ 、 $小鵬汽車-W (09868.HK)$ 、 $寧德時代 (03750.HK)$ 、 $寧德時代 (03750.HK)$ 、 $首程控股 (00697.HK)$ 、 $三一國際 (00631.HK)$ Equal Interworld Observation Robotics.

$小米集團-W (01810.HK)$ In 2022, another full-size humanoid Robotics — CyberOne (Iron Age) — will be launched. This year, Xiaomi advanced ahead of CyberOne (Iron) in the self-controlled production line.

$小鵬汽車-W (09868.HK)$ Entering the humanoid robotics market in 2020, the first humanoid robot, Iron, will be launched in 2023, and Tesla Bot for Tesla, which will truly advance the field of intelligent robotics.

Reportedly $寧德時代 (03750.HK)$ Since the beginning of 2024, we have already established a team of three people in Shanghai to independently develop the Ontology, Control and Human Interaction Law for Robotics. The initial plan is Manufacturing Machinery, Control and Human Interaction, and the initial plan is Control Machinery. AGVAGV Industrial AGV Industrial Robotics Screwdriver Applications for Robotics Screening Machine Applications in Battery Batteries Factory.

$美的集團 (00300.HK)$ In the near future, the Center for Innovation in Humanoid Robotics has been established, increasing the development of related fields. Midea Group Co.. Ltd's humanoid robot model shone for the first time in March this year. This robot can complete a variety of actions such as hand, draw water, compare, dance, open bottle cap and screw.

$首程控股 (00697.HK)$ Launched in Beijing, Beijing Prime Robotics Technology Industry Co., Ltd. was established in Beijing. The company will be able to build a complete Robotics Industrial Co., Ltd., and the company will be able to create a complete Robotics industry ecosystem. In addition, SHOUCHENG's managed Beijing Robotics Industry Development Investment Funds, which is under management, will continue to pursue its strategic shareholder position in July this year after completing its first investment in 2024.

$三一國際 (00631.HK)$ The subsidiary company, 3I Robotics Technology Limited, is an All-Advancing Technology Limited company in the third group, and it is operating on the background of intelligent manufacturing digitalization transformation in the third group. The company is engaged in the development and manufacture of integrated application equipment for Intelligent Industrial Robotics, Industrial Automation and Robotics, driverless technology and related application software hardware; Manufactures industrial robots and special types of robots, etc.

Industry Chain/Core Parts Supplier Considerations $三花智控 (02050.HK)$ 、 $地平線機器人-W (09660.HK)$ 、 $華虹半導體 (01347.HK)$ 、 $中芯國際 (00981.HK)$ 、 $上海電氣 (02727.HK)$ 、 $德昌電機控股 (00179.HK)$ 、 $津上機床中國 (01651.HK)$ 、 $金力永磁 (06680.HK)$ 、 $高偉電子 (01415.HK)$ 、 $舜宇光學科技 (02382.HK)$ 、 $瑞聲科技 (02018.HK)$ 。

Perceptual technology and software including $速騰聚創 (02498.HK)$ 、 $第四範式 (06682.HK)$ 。

Autopilot

Automated Cars use sensor sensing to analyze peripheral environments to make smart decisions in a variety of environments — from open highways to cityscapes.

Through basic physics AI training for autonomous driving cars, automated driving cars are able to more accurately detect people and apply to Transportation or weather conditions and change the vehicle automatically to suit all kinds of circumstances.

A Goldman Sachs Research Report shows that Automated Cars around the world have been commercialized from Concepts, with investors focusing on the shift from technology feasibility to growth rates and market models. In fact, Robotaxis is becoming the main battleground for automated driver competition around the world.

WHAT IS IMPORTANT IS THAT NVIDIA CEO MARBLE HAS INDICATED THAT IT IS $小米集團-W (01810.HK)$ Co-development of artificial intelligence and autonomous driving software. This also caused Xiaomi's tail line to lift today's tail line.

Specifically, these include:

Component Supplier $Mobileye Global (MBLY.US)$ 、 $Innoviz Technologies (INVZ.US)$ 、 $英偉達 (NVDA.US)$ 、 $Ouster (OUST.US)$ 、 $Luminar Technologies (LAZR.US)$ 、 $Aeva Technologies (AEVA.US)$ 、 $塗鴉智能 (TUYA.US)$ 、 $維視圖像 (MVIS.US)$ 、 $Arbe Robotics (ARBE.US)$ 、 $禾賽 (HSAI.US)$ 、 $地平線機器人-W (09660.HK)$ 、 $黑芝麻智能 (02533.HK)$ 、 $速騰聚創 (02498.HK)$ ;

Map and Software Providers $Aurora Innovation (AUR.US)$ 、 $LeddarTech Holdings Inc (LDTCF.US)$ ;

Robotaxi Developer $特斯拉 (TSLA.US)$ 、 $小馬智行 (PONY.US)$ 、 $文遠知行 (WRD.US)$ 、 $百度 (BIDU.US)$ under the banner of Apollo, $亞馬遜 (AMZN.US)$ Under the banner of Zoox, $谷歌-C (GOOG.US)$ under the banner of Waymo;

Travel Service Provider $優步 (UBER.US)$ 、 $Lyft Inc (LYFT.US)$ 、 $DiDi Global Inc (DIDIY.US)$ ;

There are also car companies. $特斯拉 (TSLA.US)$ 、 $比亞迪股份 (01211.HK)$ 、 $小米集團-W (01810.HK)$ 、 $蔚來 (NIO.US)$ 、 $理想汽車 (LI.US)$ 、 $小鵬汽車 (XPEV.US)$ etc.