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I told you in the previous article: Physics AI is one of the most promising topics in the second half of the year Huang Renxun calls it the next wave of AI.

2026-07-06·x-repost-20260706-091503
I told you in the previous article: Physics AI is one of the most promising topics in the second half of the year Huang Renxun calls it the next wave of AI. Musk is fully promoting it through Optimus. Masayoshi Son is also optimistic about the long-term opportunities of robots and embodied intelligence.

Physics AI cannot just focus on a single link, but must look at the entire industry chain: From humanoid robots to machine vision, sensors, joints, actuators, motion control, edge computing, to real-life application scenarios such as factories, warehouses, automobiles, and medical care, every link is indispensable.

From US stocks to A-shares, I have screened 10 key stocks each: U.S.

stock direction: · NVDA: Physical AI underlying platform (training, simulation, edge computing power) · TSLA: Optimus, the strongest narrative of the humanoid robot · CGNX: Machine Vision (Robot Eyes) · TER: Collaborative robots + mobile robots (Universal Robots, MiR) · SYM: Warehouse logistics robot has been implemented in real life · ROK: industrial

automation control layer · VPG: force sensor (tactile and force feedback) · VLN/Valens: high-speed video and data transmission chip · ARM: low-power computing power on the device side · AMZN: Warehousing robots and automation scenarios A-share direction: · Green Harmonics: Harmonic Reducer (Joint Core) · Sanhua Intelligent Control: actuator, thermal

management and electromechanical control · Top Group: actuators, components and automotive intelligence · MOONS: Motor and motion control · Zhaowei Electromechanical: Micro transmission and precision gearbox · Hengli Hydraulics: hydraulic and linear actuators · Keli Sensing: Force Sensor · Obi Zhongguang: 3D vision sensor · Inovance Technology: Industrial

automation, servo and control systems · Eston: Industrial Robots and Motion Control Personal research only, not investment advice! The stock market is risky!

Full text

I told you in the previous article: Physics AI is one of the most promising topics in the second half of the year Huang Renxun calls it the next wave of AI.

I told you in the previous article: Physics AI is one of the most promising topics in the second half of the year Huang Renxun calls it the next wave of AI. Musk is fully promoting it through Optimus. Masayoshi Son is also optimistic about the long-term opport

I told you in the previous article: Physics AI is one of the most promising topics in the second half of the year Huang Renxun calls it the next wave of AI. Musk is fully promoting it through Optimus. Masayoshi Son is also optimistic about the long-term opportunities of robots and embodied intelligence. Physics AI cannot just focus on a single link, but must look at the entire industry chain: From humanoid robots to machine vision, sensors, joints, actuators, motion control, edge computing, to real-life application scenarios such as factories, warehouses, automobiles, and medical care, every link is indispensable. From US stocks to A-shares, I have screened 10 key stocks each: U.S. stock direction: · NVDA: Physical AI underlying platform (training, simulation, edge computing power) · TSLA: Optimus, the strongest narrative of the humanoid robot · CGNX: Machine Vision (Robot Eyes) · TER: Collaborative robots + mobile robots (Universal Robots, MiR) · SYM: Warehouse logistics robot has been implemented in real life · ROK: industrial automation control layer · VPG: force sensor (tactile and force feedback) · VLN/Valens: high-speed video and data transmission chip · ARM: low-power computing power on the device side · AMZN: Warehousing robots and automation scenarios A-share direction: · Green Harmonics: Harmonic Reducer (Joint Core) · Sanhua Intelligent Control: actuator, thermal management and electromechanical control · Top Group: actuators, components and automotive intelligence · MOONS: Motor and motion control · Zhaowei Electromechanical: Micro transmission and precision gearbox · Hengli Hydraulics: hydraulic and linear actuators · Keli Sensing: Force Sensor · Obi Zhongguang: 3D vision sensor · Inovance Technology: Industrial automation, servo and control systems · Eston: Industrial Robots and Motion Control Personal research only, not investment advice! The stock market is risky!

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