Next week! The unboxing of NVIDIA's robotic products has been scheduled, and this list of Hong Kong and US stocks is worth keeping.

Today, $NVIDIA(NVDA.US)$ a preview was posted on social media platform X, announcing the unboxing of a robot-related product scheduled for next Monday (August 25).

Tech giants are scrambling to capture the robotics market!

This year, NVIDIA CEO Jensen Huang has repeatedly stated that the next wave of artificial intelligence is Physical AI. Following AI, robotics technology represents another growth market for NVIDIA.

Morgan Stanley estimates that by 2050, the global humanoid robot market will reach $5 trillion. As the integration of AI and hardware technology matures, costs continue to decrease, and the scope of applications expands, humanoid robots will no longer be confined to commercial uses and are expected to enter household scenarios, unlocking enormous market potential.

In addition to NVIDIA and Tesla, major tech companies such as Meta and Apple are also entering the field. Specifically:

$Meta Platforms(META.US)$ They plan to establish a research and development team for humanoid robot technology, initially creating a foundational software platform;

$Apple(AAPL.US)$ are developing AI-driven humanoid robot products, aiming to control all aspects. According to the latest reports, they plan to launch multiple AI hardware products including desktop robots, a human-like Siri, smart speakers with screens, and home security cameras. Among these, the desktop robot slated for release in 2027 is positioned as a 'virtual companion' and may become the core of their AI ecosystem; the smart speaker with a display is expected to be launched in 2026.

OpenAI officially enters the robotics field, launching recruitment for hardware talent, targeting general-purpose robots and AGI.

It is worth noting that $Amazon(AMZN.US)$ in July it was stated that they are rapidly approaching a significant milestone in warehouse automation— the number of robots is about to equal that of human employees.

Currently, approximately 75% of packages at Amazon are processed with the assistance of robotic systems. The average number of employees in each Amazon warehouse has decreased to its lowest level in sixteen years, and further layoffs may occur by the 2030s.

Which Hong Kong and US stocks are worth paying attention to?

PreviouslyNVIDIA defines the new wave of AI! Physical AI may usher in a grand era— which two sectors are expected to soar?An article has previously summarized the robotics-related concept stocks in the Hong Kong and US markets, specifically as follows:

1. Hong Kong stock market

In the Hong Kong stock market, whole machine manufacturers worth noting include $UBTECH ROBOTICS(09880.HK)$ 、 $DOBOT(02432.HK)$ 、 $MEDBOT-B(02252.HK)$ 、 $HK ROBOTICS(00370.HK)$ 。

Ubtech Robotics is the first publicly listed humanoid robot company in Hong Kong, possessing a full-stack humanoid robot technology advantage.

Yuejiang Robotics is the world's first enterprise to launch a 'robotic arm + humanoid + hexapod' embodied robotics platform.

Microbot Robotics is currently the only surgical robotics company globally with business covering five 'golden tracks': endoscopy, orthopedics, vascular surgery, natural orifice transluminal endoscopic surgery, and percutaneous puncture.

The predecessor of Hong Kong-style Robotics, Guohua Group, previously engaged deeply in real estate-related services, with its fortunes shifting alongside the real estate market's ups and downs. In March this year, Guohua Group embarked on a transformation journey, and its wholly-owned subsidiary AI Group signed a cooperation agreement with humanoid robot unicorn Tingtou Technology, planning to establish a joint venture in Hong Kong through restructuring—the Hong Kong-style Robotics, to enter the robotics field. Notably, Hong Kong-style Robotics recently secured orders for no less than 1,000 embodied intelligent security robots, with a contract value of 0.3 billion yuan.

Additionally, like $XIAOMI-W(01810.HK)$ 、 $XPENG-W(09868.HK)$ 、 $CATL(03750.HK)$ 、 $CATL(03750.HK)$ 、 $SHOUCHENG(00697.HK)$ 、 $SANY INT'L(00631.HK)$ Cross-sector betting on robots.

$XIAOMI-W(01810.HK)$ In 2022, it launched its first full-sized humanoid robot—CyberOne (Tieda). This year, Xiaomi is progressively introducing its CyberOne (Tieda) in its manufacturing line.

$XPENG-W(09868.HK)$ Having entered the humanoid robot market as early as 2020, it released its first humanoid robot 'Iron' in 2023, aimed at competing with Tesla's 'Tesla Bot' and officially ventured into the intelligent robotics field.

According to reports, $CATL(03750.HK)$ Starting from the end of 2024, it will increase investments in the robotics sector, having already assembled a team of several dozen people in Shanghai to independently develop robot bodies, control, and human-machine interaction algorithms. The preliminary plan is to manufacture complete industrial robots, including robotic arms and AGVs, for application in battery factories.

$MIDEA GROUP(00300.HK)$ Recently, it established an innovation center for humanoid robots, intensifying its research and development efforts in related fields. The prototype of Midea Group's humanoid robot was first unveiled in March this year; this robot can perform various actions such as handshaking, handing over water, making heart signs, dancing, opening bottle caps, and screwing.

$SHOUCHENG(00697.HK)$ At the beginning of the year, it was announced that Beijing Shoucheng Robot Technology Industry Co., Ltd. was officially established in Beijing. This company will focus on creating a complete ecosystem for the robot industry. In addition, Shoucheng Holdings, through its managed Beijing Robot Industry Development Investment Fund, completed its initial investment in Yushu in 2024 and made an additional investment in July of this year, strengthening its position as a strategic shareholder.

$SANY INT'L(00631.HK)$ The subsidiary SANY Robot Technology Co., Ltd. was established against the backdrop of SANY Group's comprehensive promotion of digital transformation in intelligent manufacturing. The company focuses on the main business of intelligent industrial robots, industrial automation, integrated application equipment for robots, and the development and manufacturing of autonomous driving technology as well as related software and hardware.

Suppliers of the entire industrial chain/core components need to pay attention to $SANHUA(02050.HK)$ 、 $HORIZONROBOT-W(09660.HK)$ 、 $HUA HONG SEMI(01347.HK)$ 、 $SMIC(00981.HK)$ 、 $SH ELECTRIC(02727.HK)$ 、 $JOHNSON ELEC H(00179.HK)$ 、 $TSUGAMI CHINA(01651.HK)$ 、 $JLMAG(06680.HK)$ 、 $COWELL(01415.HK)$ 、 $SUNNY OPTICAL(02382.HK)$ 、 $AAC TECH(02018.HK)$ 。

Perception technology and software include $ROBOSENSE(02498.HK)$ 、 $FOURTH PARADIGM(06682.HK)$ 。

2. US stock market

US stock market, in the field of logistics robotics: $Amazon(AMZN.US)$ , leading companies in warehouse robotics $Symbotic(SYM.US)$ Providing a "last mile" delivery service for Uber Technologies' takeaway platform. $Serve Robotics(SERV.US)$ Warehouse robots. $ATS Corp(ATS.US)$ 、 $Guardforce AI(GFAI.US)$ ；

In the field of robotic software:. $NVIDIA(NVDA.US)$ 、 $PTC Inc(PTC.US)$ 、 $Palladyne AI(PDYN.US)$ 、 $Mobilicom(MOB.US)$ 、 $Qualcomm(QCOM.US)$ ；

Industrial Robotics Sector: $Tesla(TSLA.US)$ 、 $Honeywell(HON.US)$ 、 $Teradyne(TER.US)$ 、 $Lincoln Electric(LECO.US)$ ；

Robot Automation Sector: $Rockwell Automation(ROK.US)$ 、 $Zebra Technologies(ZBRA.US)$ 、 $Cognex(CGNX.US)$ 、 $UiPath(PATH.US)$ 、 $Pegasystems(PEGA.US)$ 、 $Myomo(MYO.US)$ ；

Medical Robotics Sector: $Medtronic(MDT.US)$ 、 $Stryker Corp(SYK.US)$ Developers of Intelligent Robotic Surgical Systems $Accuray(ARAY.US)$ 、

Global Leader in Surgical Robotics, Intuitive Surgical, and Surgical Robot Suppliers $PROCEPT BioRobotics(PRCT.US)$ 、

Global Leader in Electrophysiology Innovative Robotic Technologies $Stereotaxis(STXS.US)$ and Leading Company in Rehabilitation Robotics $Lifeward(LFWD.US)$ 、

Surgical robots led by Bill Gates $Vicarious Surgical(RBOT.US)$ Pharmacy dispensing robots $Omnicell(OMCL.US)$ ；

Defense robots $AeroVironment(AVAV.US)$ 、 $Kratos Defense & Security Solutions(KTOS.US)$ 、 $Lockheed Martin(LMT.US)$ 、 $Northrop Grumman(NOC.US)$ 、 $Boeing(BA.US)$、 $General Dynamics(GD.US)$ 、 $Teledyne Technologies(TDY.US)$ 、 $RTX Corp(RTX.US)$ 、 $Textron(TXT.US)$ 、 $L3Harris Technologies(LHX.US)$ 、 $Elbit Systems(ESLT.US)$ 、 $Nauticus Robotics(KITT.US)$ ；

Field of Professional Robotics: Underwater Robots, International Ocean Engineering, 3D Scanning Robots $()$ ；

Field of Consumer Robotics: Robotic Vacuum Cleaners $iRobot(IRBT.US)$ ；

Service Robots: Developers of cleaning, meal delivery, and cooking service robots. $Richtech Robotics(RR.US)$ 。

Overall, NVIDIA's deep engagement highlights its ambition to seize a position in the robotics 'infrastructure,' but technological practicality and geopolitical factors remain critical variables.

Morgan Stanley has also indicated that the market has fully priced in the technological expectations for humanoid robots. The main concern for investors now is: who can be the first to realize order fulfillment and validate commercial value? Most integrators have set targets to deliver hundreds to thousands of units by 2025, and the realization of these orders will become a key indicator of industry progress.

Thus, following the technological frenzy, the latter stage of the humanoid robot competition kicks off: which order will be fulfilled first, warranting deep attention from investors.