AI Enters the Physical World: Robotics Receives New Catalyst

Liu Xuanzi, Fund Manager of HuAn Robotics ETF Shi Jiaojiao, Senior Investment Advisor at Shanghai Securities Live Stream Overview: Over the past two years, large models have driven rapid advancements in digital AI. By 2026, the market’s core focus is shifting toward physical AI. Amid volatility in China’s A-share market, related stocks have shown strong resilience—does this rally represent speculative hype or a long-term opportunity as AI transitions into the physical world? With Tesla’s Optimus entering mass production in July, a wave of domestic robotics companies preparing for IPOs, and continuous policy support, the industry is experiencing multiple catalysts. How can investors position themselves ahead of the curve? Industry Breakdown: Core Logic and Supply Chain of Physical AI Policy Implementation: Analyzing Market Trends and Catalyst Events in the Robotics Sector Investment Strategy: Key Investment Rationale for the Robotics Sector

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