Anthropic's Fable 5.2 Hits 64.9% Success on Dual-Arm Robots; Robotics Stocks Rally
Anthropic's new Fable 5.2 model has drawn attention after reporting a 64.9% success rate in dual-arm robot tests, a result framed as a fresh catalyst for physical AI. The figure was cited as the trigger for a broad rally in China's robotics sector on November 10.
Humanoid-robot shares moved sharply higher. Unitree Technology rose more than 10%, pushing its total market value close to 320 billion yuan, while the China Merchants Robot ETF (560770) jumped and its underlying index gained 2.95%. Among heavyweight constituents, Supcon Technology climbed over 6%; Sanhua Intelligent Controls, Leaderdrive and Tuopu Group each rose more than 3%; iFlytek, Hengli Hydraulic and Shuanghuan Driveline also advanced.
The move came after a deep September pullback, with investors treating the reported dual-arm test result as evidence that physical AI models are moving toward practical deployment. Market watchers cautioned that the 64.9% success rate still leaves room for improvement before commercial-scale adoption.