Nvidia Upgrades Isaac Robotics Platform, Tesla Advances Optimus Mass Production; Robot ETF Surges 6%
On the afternoon of October 23, 2026, robotics-related sectors, including robot actuators and virtual robots, traded actively. The rally highlighted renewed investor interest in embodied AI and automation technologies. As of 14:17, the CSI Robot Index (H30590) surged 6.35%.
Among constituent stocks, Orbbec jumped 18.01%, OPT gained 17.22%, and Leaderdrive climbed 13.78%, while Weichuang Electric and Haozhi Mechanical also posted gains.
The rally followed Nvidia's upgrade of its Isaac robotics platform and Tesla's progress toward mass production of its Optimus humanoid robot. These announcements boosted market sentiment and drove gains across the sector. The Robot ETF WanJia (560630), which tracks the index, gained more than 6% in the afternoon session.
Analysts suggest that advances by leading companies in both software platforms and hardware mass production could accelerate the commercialization of humanoid robots. The sector has attracted increasing investor attention amid expectations for broader adoption.