--- title: "Understanding the Market | Robot concept stocks rose in the afternoon as Amazon officially entered the humanoid robot market, institutions are optimistic about the sector's sustained performance" type: "News" locale: "en" url: "https://longbridge.com/en/news/281308829.md" description: "Robot concept stocks rose in the afternoon. As of the time of publication, Woan Robotics rose 17.17% to HKD 107.2; UBTECH ROBOTICS rose 16.51% to HKD 99.5; HESAI-W rose 12.17% to HKD 158.5; and LKK Technology rose 8.85% to HKD 2.83. In terms of news, Amazon confirmed it has acquired New York startup Fauna Robotics, with the terms of the deal undisclosed. This acquisition marks Amazon's second robotics-related merger within a week, indicating its formal entry into the humanoid robot sector. Additionally, Tesla's Optimus team has launched a large-scale talent recruitment drive, and the construction of a mass production factory for millions of robots has begun. Huaxin Securities released a research report stating that the current overall position of the robotics sector is relatively low, with T-chain catalysts gradually advancing. The Optimus Gen3 is expected to be released in April, and the report is optimistic about the sector's sustained performance. It is recommended to prioritize the layout of T-chain certainty targets before the Gen3 release, as better-than-expected actual release effects will bring sector-wide beta opportunities; at the same time, attention is advised on robot manufacturers that have performed well in industrial practical scenarios" datetime: "2026-04-01T05:54:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281308829.md) - [en](https://longbridge.com/en/news/281308829.md) - [zh-HK](https://longbridge.com/zh-HK/news/281308829.md) --- # Understanding the Market | Robot concept stocks rose in the afternoon as Amazon officially entered the humanoid robot market, institutions are optimistic about the sector's sustained performance According to the Zhitong Finance APP, robotics concept stocks rose in the afternoon. As of the time of writing, Woan Robotics (06600) was up 17.17%, trading at HKD 107.2; UBTECH ROBOTICS (09880) was up 16.51%, trading at HKD 99.5; HESAI-W (02525) was up 12.17%, trading at HKD 158.5; and LKK Technology (00558) was up 8.85%, trading at HKD 2.83. In terms of news, Amazon has confirmed the acquisition of New York startup Fauna Robotics, with the terms of the deal undisclosed. This acquisition marks Amazon's second robotics-related merger within a week, indicating its formal entry into the humanoid robotics sector. Additionally, Tesla's Optimus team has initiated large-scale talent recruitment, and the construction of a mass production factory for millions of robots has begun. Huaxin Securities released a research report stating that the current overall position of the robotics sector is relatively low, with T-chain catalysts gradually advancing. The Optimus Gen3 is expected to be released in April, and the firm is optimistic about the sector's sustained market performance. It is recommended to prioritize the layout of T-chain certainty targets before the Gen3 release, as actual performance exceeding expectations will bring sector-wide beta opportunities; at the same time, attention should be paid to robotics manufacturers that have performed well in industrial practical scenarios ### Related Stocks - [02525.HK](https://longbridge.com/en/quote/02525.HK.md) - [09880.HK](https://longbridge.com/en/quote/09880.HK.md) ## Related News & Research - [A Look At Ubtech Robotics (SEHK:9880) Valuation After Proposed Share Repurchase And Capital Reduction](https://longbridge.com/en/news/283564829.md) - [Chinese Embodied AI Firms Offer Sky-High Salaries to Draw Top Talent](https://longbridge.com/en/news/283770718.md) - [Forecast: Analysts Think Ubtech Robotics Corp Ltd's (HKG:9880) Business Prospects Have Improved Drastically](https://longbridge.com/en/news/281981545.md) - [Artificial Intelligencer-AI takes the stage for China’s New Year celebration](https://longbridge.com/en/news/276265366.md) - [Ubtech Robotics (SEHK:9880) Valuation After 2025 Earnings And Reduced Losses](https://longbridge.com/en/news/281711867.md)