袋鼠
2026.07.15 10:24

$ROBOTPHOENIX(06871.HK) rose by over ten percentage points, while $LAIFUAL(03952.HK) actually fell slightly. The World Artificial Intelligence Conference is opening next week and, for the first time, has set up an Embodied AI zone. Sentiment for humanoid robots (the main body) has already been ignited, but upstream components like harmonic reducers haven't kept up. Is it that capital is first speculating on the whole machines catalyzed by the conference, leaving component parts aside, or is it that the upstream sector simply can't keep pace with the main body's rhythm? It looks more like the former. $ROBOTPHOENIX(06871.HK) also has the added catalysts of an exclusive agency agreement with South Korea's MiR and the launch of Hongjun 001, giving it more momentum. $LAIFUAL(03952.HK) lacks its own news and is prone to falling behind in this kind of thematic market.

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