A-Share Humanoid Robot Stocks Rise Against Trend as Musk Signals Optimus Sales Next Year
On Wednesday US Eastern time, Tesla CEO Elon Musk said during the company's earnings call that he firmly believes the entire humanoid robotics sector will become the world's largest industry, and that the number of humanoid robots on Earth could eventually exceed the human population. The remarks helped A-share humanoid robot stocks buck the broader market decline, with Zhejiang Rongtai surging close to its daily limit. Musk also signaled that Optimus humanoid robots will be offered for external sale next year, according to the report. Market observers said accelerating mass-production plans by leading manufacturers and rising expectations for external sales are reinforcing investors' bets on the commercialization of humanoid robots, though the supply chain remains at an early stage and order fulfillment and cost reduction still need to be watched.