Zhi Tong Cai Jing·2025-08-24 23:28Core Viewpoint - Nvidia is set to unveil a new robotics "brain" on August 25, 2025, which is expected to benefit various companies in the robotics sector [1] Group 1: Nvidia's Robotics Developments - Nvidia's founder Jensen Huang has indicated that the next wave of AI is "Physical AI," which will enable robots to interact with the real world like humans [2] - The company has been developing its robotics technology since 2014, starting with the Jetson TK1 module, and has built a comprehensive robotics technology matrix over the past decade [2] - Nvidia has established partnerships with several Chinese humanoid robotics companies, indicating a strong presence in the market [3] Group 2: Market Potential and Trends - The physical AI market is projected to reach trillions of dollars, with significant advancements in humanoid robots expected to drive commercialization [2][4] - The humanoid robotics industry is entering a phase of rapid development, with increasing applications in industrial settings and a push towards commercialization [4] Group 3: Related Companies and Stocks - UBTECH Robotics raised 2.41 billion HKD through a share placement, marking the largest financing in the humanoid robotics sector to date [5] - Horizon Robotics is expected to achieve a compound annual growth rate of 57.5% from 2025 to 2027, with a target price of 7.45 HKD [5] - Port Robot has signed a groundbreaking order for 10,000 humanoid robots, aiming for mass production by 2026 [6] Group 4: Industry Implications - The humanoid robotics industry is experiencing a surge in innovation and investment, with various companies actively participating in the market [4][5] - The demand for core components in humanoid robots is expected to increase significantly, creating opportunities for related industries [7]