Hong Kong Stock Market Movement | Robotics concept stocks rise in the afternoon, Amazon officially enters the humanoid robot market, institutions are optimistic about the sector's sustained trend

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Zhitong Finance APP learned that robot concept stocks rose in the afternoon. As of the time of writing, Anbot Robotics (06600) is up 17.17%, trading at HKD 107.2; UBTECH (09880) is up 16.51%, trading at HKD 99.5; Hesai-W (02525) is up 12.17%, trading at HKD 158.5; Techking Technology (00558) is up 8.85%, trading at HKD 2.83.

On the news front, Amazon confirmed it has acquired New York startup Fauna Robotics, and the deal terms were not disclosed. This acquisition is the second robot-industry M&A deal within a week by Amazon, signaling its official entry into the humanoid robotics track. In addition, Tesla’s Optimus team has kicked off large-scale talent recruitment, and the construction of a robot mass-production factory for 10 million units has begun.

Huaxin Securities released a research report stating that the robot sector is currently at an overall low level. With T-chain catalysts gradually progressing, Optimus Gen3 is expected to be released in April. The report says it is optimistic about the sector’s continued performance. It suggests prioritizing T-chain high-certainty targets before the Gen3 release, and that if the actual release results exceed expectations, it could bring sector-wide beta opportunities; meanwhile, it also recommends paying attention to robot OEMs whose robot bodies have already performed well in industrial practical application scenarios.

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