According to Zhitong Finance APP, Hong Kong stocks tied to the physical AI theme advanced.
As of press time, SEER TECH (06106) rose 8.7% to HK$68.7, UBTECH ROBOTICS (09880) gained 7.19% to HK$67.85, CAMSENSE (06802) climbed 6.54% to HK$93.65, and LAIFUAL (03952) added 5.68% to HK$31.62.
On the news front, on October 27, the Shanghai Municipal Commission of Economy and Informatization issued the "Shanghai Action Plan for Accelerating the Development of a New Generation of Smart Manufacturing."
The Action Plan states that support will be given to deeply integrating AI technology with equipment and upgrading smart manufacturing equipment into equipment intelligent agents.
It also calls for the development and promotion of physical AI equipment, as well as the development of robots, inspection equipment, and other smart manufacturing equipment with autonomous perception and decision-making capabilities.
At present, the global humanoid robot industry continues to see improving sentiment.
Tesla said in its third-quarter earnings report that the Optimus humanoid robot has begun production work, with the first batch of Optimus robots meeting mass-production standards officially rolling off the line.
Wang Xingxing of Unitree Robotics judged that physical AI is now showing signs of a breakthrough.
At the same time, general-purpose models are extending into the physical world, and the ability of embodied intelligence to understand and execute tasks is expected to improve at an accelerating pace.
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