Core Viewpoint - The 15th National Games not only serves as a significant sporting event but also showcases advanced technology, particularly in robotics, highlighting the potential of "embodied intelligence" as a key application of AI [1][7]. Group 1: Robotics and Market Impact - The appearance of the "robot army" at the National Games has injected new imagination into the valuation of the robotics sector, which has shown signs of recovery since 2024, with the Hong Kong stock AI sector rising nearly 45% [2][4]. - The high-profile presence of companies like UBTECH (优必选) at the event acts as a strong catalyst for related concept stocks in the Hong Kong robotics sector [4]. - The event features over 130 high-tech products, emphasizing the integration of AI and new information technologies to enhance event operations and viewer experiences [5]. Group 2: Technological Innovations - The opening ceremony included a 174-meter AI digital painting created by the world's first L4-level intelligent system, showcasing the capabilities of AI in art generation [5][9]. - Various technologies such as digital twin platforms and AI risk monitoring have transformed event management into a more sophisticated operation, likened to a "city brain" [6]. - The use of digital volunteers and autonomous logistics vehicles illustrates the creation of a "tireless service ecosystem," enhancing the overall experience for attendees [6]. Group 3: Future of Robotics Industry - The National Games serves as a testing ground for robotics technology, potentially pushing the industry towards a new development peak, with 2025 anticipated as a "mass production year" for humanoid robots [8][9]. - The advancements in robotics, particularly with UBTECH's Walker S2, demonstrate significant breakthroughs in autonomous capabilities and multi-agent collaboration [10]. - Investment opportunities are emerging in the robotics sector, focusing on both "whole machine" and "ecosystem" aspects, with a need to prioritize leading companies with technological and ecological advantages [11].
超130款黑科技亮相全运会，优必选（09880）、深元人工智能等“智能军团”或再掀AI热浪？