[Hotspot Tracking] "National Team" Takes Action, Robot Concept Explodes Across the Board

$NVIDIA(NVDA.US) CEO Jensen Huang "blew up" the robot market at GTC 2025, announcing the launch of the world's first open-source humanoid robot functional model, Isaac GR00T N1.

This news adds fuel to the Hong Kong stock humanoid robot concept sector, with $DOBOT(02432.HK), $HORIZONROBOT-W(09660.HK), and $UBTECH ROBOTICS(09880.HK) all seeing significant stock price increases. Yuejiang Technology launched the world's first full-size embodied intelligent humanoid robot, Dobot Atom, priced at 199,000 yuan. Horizon Robotics focuses on autonomous driving and AI chips, while UBTECH's Walker S1 performs intelligent inspection tasks at the joint factory of BAIC and Huawei.

CITIC Construction Investment predicts that 2025 may be the year of mass production for humanoid robots, with industry demand expected to grow exponentially. This year, robots have recorded impressive gains; do you think the sector can achieve further success?