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

JL MAG Rare-Earth Permanent Magnet Co., Ltd. (06680.HK) received a purchase of 276,900 H-shares from Morgan Stanley, valued at approximately HK$5.2117 million.

Reported on June 4, according to a filing disclosed by the Hong Kong Stock Exchange on June 4, Morgan Stanley purchased an additional 276,900 H-shares of Golden Sun Rare Earth Permanent Magnet (stock code: 06680.HK) on June 1 at an average price of HK$18.8182 per share, amounting to approximately HK$5.2117 million. Following this acquisition, Morgan Stanley’s total holding increased to 11,788,900 shares, raising its long position stake from 4.90% to 5.02%. Source: HKEX Equity Ownership Disclosure What is equity ownership disclosure? Under the requirements of the Hong Kong Stock Exchange, substantial shareholders (individuals or entities holding 5% or more)

Futu NewsJun 4 17:10

Hong Kong Market Midday Commentary | Hang Seng Index Down 1.4% in Morning Session; Semiconductors Rise Against the Trend

Shougang Langze (02553) surged more than 47% on its second day of listing, benefiting from a first-mover advantage in the CCUS sector and having already established four commercial-scale production facilities.

Zhitong FinanceJun 4 12:00

Express News | Rare earth permanent magnet stocks performed actively, with Sinosteel Tianyuan hitting the daily trading limit.

BreakingsJun 3 09:49

Guosheng Securities: Improved supply-demand dynamics drive recovery in rare earth market sentiment; equity valuations may benefit from dual upside in EPS and PE.

New energy vehicles remain the primary source of incremental demand, and embodied robots are expected to see a significant increase in usage compared to industrial robots, with their scaling up likely to drive long-term demand.

Zhitong FinanceJun 3 09:17