Embraced by NVIDIA and Tesla! The global robotics market may be on the verge of a major explosion, and these concept stocks are expected to soar.

From January 7th to 10th, 2025, CES, the grand event in Las Vegas, USA, arrived as scheduled, once again attracting global attention as the "Chinese New Year" of the consumer electronics industry.

On the stage of CES 2025, $NVIDIA (NVDA.US)$ Undoubtedly one of the most dazzling stars. Huang Renxun will personally take the stage,Showcasing the latest breakthroughs in AI, robot, and accelerated computing fields.

Market speculates that,NVIDIA's robot strategy may unveil its mysterious side, and the commercialization of humanoid robots seems imminent.

Deepu Talla, NVIDIA's Vice President and Head of Robot Business, previously stated that,The moment of physical AI and robot technology with ChatGPT is imminent.

According to the Financial Times report, NVIDIA will further increase its investment in robot technology in 2025,Launching the new generation of compact computer Jetson Thor for humanoid robots in the first half of next year, the market believes this could be its next important growth driver.NVIDIA positions itself as the leading platform for the upcoming Robot Concept revolution and as an investor in the field of physical AI.

Analysts say that NVIDIA does not intend to directly compete with manufacturers like Tesla, but plans to provide a basic original equipment manufacturer solution for "thousands" of robot manufacturers worldwide.

In fact, US stock Robot Concept stocks experienced a strong uptrend in December last year, with the leader in the service robot sector $Richtech Robotics (RR.US)$ soaring nearly 265% in a month; and a software company focusing on the automation of Robot Concept systems $Palladyne AI (PDYN.US)$ up nearly 90%; previously targeted by NVIDIA, the "last mile" robot company $Serve Robotics (SERV.US)$ up over 55%.

Recently, besides benefiting from the Robot Concept, Palladyne AI also announced the successful first flight of a third-party small Drone, which catalyzed the rise in stock prices.

Is the "Robot Age Coming in 2025"?

Currently, Robot technology is still an emerging field, with no significant returns yet.According to data from the US market research company BCC, the current global robot market is valued at around $78 billion, expected to reach $165 billion by the end of 2029.

Source: BCC

NVIDIA's leader, Jensen Huang, has also proclaimed, "The era of robots is coming."

In addition, at Tesla's 2024 shareholder meeting, Musk expects that by 2025, humanoid robots from Tesla are expected to be produced in small batches, with a deployment target of over 1000 units.

Guosen Securities stated that Tesla's robot products are iterating rapidly, likely to bring a "catfish effect" to the global robot market, igniting the enthusiasm of humanoid robot players. With a high commonality of components between the car side and the robot side, coupled with the entry of major players, technological iterations, and policy catalysis,the development of humanoid robots is expected to continue to advance, with 2025 expected to be the year of mass production.

Futu News has organized the US stock market $Robotics (LIST2653.US)$ , for mooer reference:

Among them,Logistics Siasun Robot&Automation Sector: $Amazon (AMZN.US)$ , the leader in warehousing robots $Symbotic (SYM.US)$ , providing the "last mile" delivery for $Uber Technologies (UBER.US)$takeaway platforms $Serve Robotics (SERV.US)$ Warehouse robots$ATS Corp (ATS.US)$ 、 $Guardforce AI (GFAI.US)$ ；

Robot Software Field: $NVIDIA (NVDA.US)$ 、 $PTC Inc (PTC.US)$ 、 $Palladyne AI (PDYN.US)$ 、 $Mobilicom (MOB.US)$ 、 $Qualcomm (QCOM.US)$ ；

Industrial Robot Industry: $Tesla (TSLA.US)$ 、 $Honeywell (HON.US)$ 、 $Teradyne (TER.US)$ 、 $Lincoln Electric (LECO.US)$ ；

Siasun Robot&Automation area: $Rockwell Automation (ROK.US)$ 、 $Zebra Technologies (ZBRA.US)$ 、 $Cognex (CGNX.US)$ 、 $UiPath (PATH.US)$ 、 $Pegasystems (PEGA.US)$ 、 $Myomo (MYO.US)$ ；

Medical Robotics Field: $Medtronic (MDT.US)$ 、 $Stryker Corp (SYK.US)$ Asia Vets Siasun Robot&Automation Radiation Surgery System Developer $Accuray (ARAY.US)$ 、

Global Surgical Robot Leader$Intuitive Surgical (ISRG.US)$ Asia Vets Siasun Robot&Automation Surgical Robot Supplier $PROCEPT BioRobotics (PRCT.US)$ 、

Global leader in innovative electrophysiology robot technology $Stereotaxis (STXS.US)$ Leading company in rehabilitation robots $Lifeward (LFWD.US)$ 、

Endoscopic surgery machine led by Bill Gates $Vicarious Surgical (RBOT.US)$ Pharmacy dispensing robot $Omnicell (OMCL.US)$ ；

Defense robots: $AeroVironment (AVAV.US)$ 、 $Kratos Defense & Security Solutions (KTOS.US)$ 、 $Lockheed Martin (LMT.US)$ 、

$Northrop Grumman (NOC.US)$ 、 $Boeing (BA.US)$ 、 $General Dynamics (GD.US)$ 、

$Teledyne Technologies (TDY.US)$ 、 $RTX Corp (RTX.US)$ 、 $Textron (TXT.US)$ 、

$L3Harris Technologies (LHX.US)$ 、 $Elbit Systems (ESLT.US)$ 、 $Nauticus Robotics (KITT.US)$ ；

Professional Robot Field:Underwater Robot $Oceaneering International (OII.US)$ , 3D Scanning Robot $Faro Technologies(Delisted) (FARO.US)$ ；

Consumer Robotics Sector:Floor Cleaning Robots $iRobot(Delisted) (IRBTQ.US)$ ；

Service Robots:Developers of Cleaning, Delivery, and Cooking Service Robots $Richtech Robotics (RR.US)$ 。

However, some analysts also point out that many robot startups face significant challenges in scaling up, reducing costs, and improving the accuracy of robot products. David Rosen, Head of the Robust Autonomy Lab at Northeastern University, stated that the robot market still faces major challenges, including how to train models and validate their safety in real-world applications.

Is the robot industry expected to bounce back? Make good use of it.investment themesto capture investment opportunities!