Shares of LDROBOT (01236) surged close to 5% during intraday trading. At the time of writing, the stock is up 1%, trading at HK$40.5 with a turnover of HK$6.1908 million.

The recent remarks by Jensen Huang, stating that humanoid robots will bring physical AI to industries worldwide and potentially unlock trillions of dollars in economic opportunities, have captured market attention. In his CES 2026 keynote, he indicated that the "ChatGPT moment" for physical AI has arrived, with breakthroughs in this field unlocking entirely new application areas. It is understood that physical AI differs from generative AI, which creates content based on data, as it is primarily applied in real-world physical space scenarios such as humanoid robotics and autonomous driving.

A recent analysis highlighted that LDROBOT is the world's largest intelligent robotics company with visual perception technology at its core. Its capital market value should be reassessed through three key perspectives: platform scalability, growth potential, and scarcity. Its platform value lies in the cross-category and cross-scenario reusability of its technology. Growth is driven by expanding demand for perception solutions fueled by the industrialization of embodied intelligence. Scarcity stems from its position as one of the few listed robotics companies in the Hong Kong market providing foundational physical AI perception infrastructure.

At this pivotal moment for the physical AI sector, LDROBOT is leveraging its strength as a visual perception infrastructure provider to secure a foundational, highly versatile, and strategically valuable position within the robotics industry value chain.