--- title: "Masayoshi Son is optimistic about the physical AI trend, with accelerated industry implementation creating new opportunities in the capital market" type: "News" locale: "en" url: "https://longbridge.com/en/news/288498125.md" description: "SoftBank founder Masayoshi Son is optimistic about the physical AI trend, believing its opportunity size could reach 50 times that of the internet era. As AI is implemented in real-world scenarios, sectors such as intelligent driving and humanoid robots are experiencing upward momentum. In the A-share and Hong Kong stock markets, companies like FII, Orbbec, Leaderdrive, and 51WORLD are receiving significant attention from funds due to their positioning in core areas of physical AI, leading to strong sector performance" datetime: "2026-06-03T01:20:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288498125.md) - [en](https://longbridge.com/en/news/288498125.md) - [zh-HK](https://longbridge.com/zh-HK/news/288498125.md) generator: "portal-rs" --- # Masayoshi Son is optimistic about the physical AI trend, with accelerated industry implementation creating new opportunities in the capital market On June 1, 2026, SoftBank founder Masayoshi Son gave an exclusive interview to CNBC in Paris, making a bold prediction that the opportunity size of the AI industry could reach 50 times that of the internet era. Physical AI + robotics is the next generation's core industry mainline and also the core investment direction for SoftBank in the next phase. As AI transitions from traditional text and image generation to real-world applications, physical AI leverages simulation modeling, embodied perception, and physical control technologies to bridge the virtual and real worlds. The overall industry chain's prosperity continues to rise, becoming a high-quality track for capital allocation in the current A-share and Hong Kong stock markets. Industry data shows that the long-term market potential related to physical AI could reach trillions of yuan. The commercialization of scenarios such as intelligent driving, humanoid robots, and intelligent manufacturing is accelerating, with domestic and international tech giants and leading institutions continuously investing heavily, driving the sector's prosperity upward. In the Hong Kong stock market, 51WORLD (6651.HK), recognized as a pure-play physical AI stock, is deeply engaged in the industry with digital twin and full-stack simulation technologies, providing products that support advanced autonomous driving and humanoid robot simulation testing, holding resources from leading automotive companies and benefiting from the industry's growing demand. Keri Technology and Zhongda Lide are also deeply involved in the physical AI track, focusing on intelligent robot support and precision transmission hardware, aligning with the demand for embodied intelligence. Today's sector performance is strong. The A-share market is also flourishing in multiple areas: FII (601138), a leader in computing hardware, is deeply laying out the physical AI track, undertaking core orders for physical AI and humanoid robot simulation training servers, serving as the fundamental computing support for the industry. Additionally, Orbbec (688322) provides 3D vision for humanoid robot spatial recognition; in the components sector, Leaderdrive (688017) and Top Group are laying out robot joints and actuators, fully benefiting from the wave of robot mass production, with the overall sector's prosperity continuing to rise. Institutions indicate that physical AI is currently in the early stages of the industry, comparable to the early phase of the internet. With a complete domestic manufacturing industry and policy support, the performance elasticity of listed companies in the industrial chain is sufficient, and there is ample room for medium- to long-term growth and valuation enhancement ### Related Stocks - [06651.HK](https://longbridge.com/en/quote/06651.HK.md) - [SFTBY.US](https://longbridge.com/en/quote/SFTBY.US.md) - [601138.CN](https://longbridge.com/en/quote/601138.CN.md) - [688017.CN](https://longbridge.com/en/quote/688017.CN.md) - [688322.CN](https://longbridge.com/en/quote/688322.CN.md) - [9984.JP](https://longbridge.com/en/quote/9984.JP.md) - [002957.CN](https://longbridge.com/en/quote/002957.CN.md) - [002896.CN](https://longbridge.com/en/quote/002896.CN.md) - [601689.CN](https://longbridge.com/en/quote/601689.CN.md) ## Related News & Research - [SoftBank in talks to buy stake in 1X at $6 billion valuation, The Information reports](https://longbridge.com/en/news/297110384.md) - [Weekly Recap: ≈1 trillion yen retail bond and Ohio AI data center partnership](https://longbridge.com/en/news/296833817.md) - [Lorka AI Report Finds Higher Workplace AI Adoption Among Younger Workers](https://longbridge.com/en/news/297049938.md) - [Payouts.com and Casper Association Partner on AI Agent Payments](https://longbridge.com/en/news/296920817.md) - [MoneyMasters Podcast: Rosenberg on Why the AI Boom Is RISKIER Than You Think](https://longbridge.com/en/news/297239245.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**