---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40854136.md"
description: "Today, I researched the physical AI industry a bit.Robots and smart glasses 👓These domestic companies all seem so unfamiliar; I don't study them much usually. 😂Need to do more homework! 🤔"
datetime: "2026-05-17T12:12:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40854136.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40854136.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40854136.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# Today, I researched the physical AI industry a bit…


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## Comments (20)

- **稳中求进， · 2026-05-18T14:34:06.000Z**: No one can save the A-share market, be careful haha
- **史密斯周 · 2026-05-18T07:37:05.000Z**: The biggest positive for domestic robotics should be Tuopu Group and Sanhua Intelligent Controls.
- **天南李飞鱼 · 2026-05-18T04:51:21.000Z**: Add one $Lens(06613.HK), it's definitely a breakout potential stock this year.
- **Bibiliu · 2026-05-18T01:58:52.000Z**: Sunny Optical
- **小小牛同学 · 2026-05-18T00:16:09.000Z**: Robots are missing $Sanhua Intelligent Controls(002050.CN), and glasses are missing $Goertek(002241.CN)
- **狂飙Jun · 2026-05-17T18:39:44.000Z**: There is a domestic giant, SeeYa Technology
- **Jason4HK · 2026-05-17T15:07:09.000Z**: My friend bought a Li Auto and then actually bought a pair of Li Auto glasses. He wears them and records videos every day 😂
- **loytisn · 2026-05-17T14:40:32.000Z · 👍 1**: 6324 can take a look
- **王哪跑啊 · 2026-05-17T13:55:26.000Z**: Does Qualcomm also make smart glasses?
- **rucwhz · 2026-05-17T13:10:44.000Z**: Does the robot not have three flowers?
- **1号交易员 · 2026-05-17T13:09:07.000Z**: Value Bro, if we're looking at the smart glasses sector, what do you think of Essilor?
- **神满不思睡 · 2026-05-17T13:02:07.000Z · 👍 6**: Even domestically, iFlytek can make the list, that's really something.
- **我的小钱钱 · 2026-05-17T12:47:10.000Z · 👍 1**: If you want to buy domestic stocks, just buy the robotics ETF.
- **长投长红 · 2026-05-17T12:35:08.000Z · 👍 2**: Saw the green harmonic wave 😁
- **ʕ•ﻌ•ʔ · 2026-05-17T12:25:35.000Z · 👍 1**: As expected, you must listen to what Sun Ge says🤣
- **保持平和 · 2026-05-17T12:18:48.000Z · 👍 3**: The two core application scenarios of Physical AI are humanoid robots and autonomous driving.$Tesla(TSLA.US)It's just the darkness before dawn, let the bullet fly for a while.
- **英伟达小菜鸟 · 2026-05-17T12:15:21.000Z**: Indeed, Tesla's robotics industry chain
- **得梦为鱼 · 2026-05-17T12:14:40.000Z**: 😂Haha
