Apple's HALO Robot Brain Sparks Rally in Unitree and Qwen-Linked Stocks

Robot-concept stocks strengthened on Monday, with Xiangming Intelligent and Shangwei New Materials hitting the 20% daily limit and Unitree Technology-W rising more than 9%. Tianzhun Technology, Kaite Shares and other names followed higher.

The rally followed a report by The Paper that Apple's research team disclosed progress on HALO, a robot brain, in an arXiv preprint submitted on Nov 4. The paper, titled 'Perceptive Humanoid Motion...', reportedly links multimodal perception, decision-making and whole-body motion control, aiming to let humanoid robots plan and execute actions in unstructured environments.

Market participants connected the work to Unitree's hardware ecosystem and Alibaba's Qwen models, although the abstract did not confirm a formal partnership. HALO is seen as an attempt toward a general-purpose robot brain, lifting sentiment across related concept stocks. The research highlights how AI models are moving from digital tasks into embodied systems, where robots must sense, reason and act in real time. Investors are watching for further technical details and commercialization signals from Apple and its potential partners.