Deutsche Bank significantly raised its shipment forecast for humanoid robots: doubling to 50,000 units by 2026 and targeting 7 million units by 2050.

Deutsche Bank has significantly revised upward its global shipment forecast for humanoid robots, raising its 2026 projection from the previous baseline of 17,500 units (based on 2025 estimates) to nearly 50,000 units—an increase of more than twofold—and expects global shipments to reach 7 million units by 2050.

wallstreetcnJun 16 16:54

Hong Kong-listed robotics-related stocks performed strongly, as a multi-departmental special initiative was implemented and local governments intensified support; institutions noted that humanoid robots are facing an opportunity for sector-wide valuation

June 12 — Hong Kong-listed robotics-related stocks performed strongly. As of the time of writing, Wuyi Vision rose nearly 12%, Yifei Technology gained over 10%, Estun Automation climbed more than 6%, and Nobikan advanced over 4%.

Futu ComprehensiveJun 12 10:29

Express News | NVIDIA CEO Jensen Huang stated that the moment for robots to achieve industrialization is 'just around the corner.'

BreakingsJun 8 14:15

Hong Kong-listed robotics-related stocks gained against the market trend, as Jensen Huang and Masayoshi Son highlighted physical AI and robotics as key investment areas, and Tesla's V3 version may debut by the end of June.

Jensen Huang stated that as a global manufacturing hub, South Korea will continue to enhance its level of chip manufacturing automation, and robotics technology and physical AI will become key focus areas for the next stage of industrial development, with the related market size expected to expand further. Additionally, another prominent investor, Masayoshi Son, also remarked that the field of physical AI and robotics will give rise to the next trillion-dollar company. Notably, Tesla is accelerating the mass production of its humanoid robot; the Fremont factory has already completed production line modifications and is expected to begin production in July–August 2026, with an annual capacity of one million units. The V3 version may be unveiled by the end of June.

China Securities JournalJun 8 13:22

Could China's internet sector become the 'Asia-Pacific version of IGV?' JPMorgan provides insights.

U.S. software stocks are experiencing their strongest rally in 25 years, with record inflows into IGV options and retail investor capital. Meanwhile, a sharp rebound in China's internet sector has sparked speculation about 'catch-up gains.' JPMorgan believes that if investors embrace a similar narrative, the move could be equally dramatic; however, fundamental differences in profit trends and business models between the two sectors make it unlikely for a comparable rally to unfold.

wallstreetcnJun 3 14:22

Hong Kong-listed robotics concept stocks are active, as Ubtech Robotics launches pre-sales of the world's first full-size, ultra-bionic humanoid robot.

According to an official post from Ubtech Robotics, the world's first full-sized, ultra-bionic humanoid robot has officially launched on JD.com for pre-order. Designed for emotional companionship, the robot will be formally unveiled on June 30.

Zhitong FinanceJun 2 09:29