Core Viewpoint - The 15th National Games not only serves as a significant sporting event but also showcases advanced technology, particularly in robotics, which is expected to drive the valuation and growth of the robotics sector in the market [2][4][7]. Group 1: Robotics Sector Performance - The robotics sector in Hong Kong has shown signs of recovery since 2024, with a nearly 45% increase in the overall AI sector since 2025, driven by the resurgence of "embodied intelligence" as a key application of AI technology [2][4]. - The appearance of robots like UBTECH's Walker S2 at the National Games acts as a strong catalyst for the Hong Kong robotics sector, particularly for related concept stocks [4]. Group 2: Technological Innovations at the National Games - Over 130 advanced technology products were showcased at the National Games, focusing on artificial intelligence and next-generation information technology to enhance event operations and viewer experiences [5][6]. - The opening ceremony featured a 174-meter AI digital painting created by the world's first L4-level intelligent system, highlighting the integration of AI in cultural presentations [5][10]. Group 3: Future of Robotics Industry - The National Games serves as a testing ground for robotics technology, with significant advancements expected to push the industry towards mass production by 2025, driven by major players like Tesla and NVIDIA [9][10]. - The emergence of distributed intelligent collaboration, as demonstrated by the AI digital painting, marks a pivotal shift in the robotics industry from single-machine execution to multi-agent cooperation [11]. Group 4: Investment Opportunities - Investment opportunities in the robotics sector are anticipated, focusing on both "whole machine" and "ecosystem" aspects, with a priority on leading companies that demonstrate technological and ecological advantages [12]. - The initial phase of the industry is characterized by hardware advancements, with hardware companies expected to lead in mass production, while software companies may catch up later in the commercialization process [12].
超130款黑科技亮相全运会，优必选、深元人工智能等“智能军团”或再掀AI热浪？