The CES exhibition will take place from January 7 to 10, 2025, in Las Vegas, USA, which is often referred to as the "Spring Festival Evening" of the Consumer Electronics industry, once again attracting global attention.

On the stage of CES 2025, $nvidia (NVDA.US)$ undoubtedly one of the brightest stars. Jensen Huang will personally take the stage to showcase the company's latest breakthroughs in AI, Robot Concept and accelerated computing.

Market speculation suggests that NVIDIA's Robot Concept strategy may soon be unveiled, with the commercialization of humanoid robots seeming imminent.

Deepu Talla, NVIDIA's Vice President and head of Robot Concept business, previously stated that the ChatGPT moment for physical AI and Robot Concept technology is about to arrive.

According to the Financial Times, NVIDIA will further increase its investment in Robot Concept technology in 2025, launching a new generation of compact computers, Jetson Thor, for humanoid robots in the first half of next year. The market believes this could become its next significant growth driver. NVIDIA positions itself as "the leading platform for the upcoming Robot Concept revolution" and an investor in the field of physical AI.

Analysts suggest that NVIDIA does not intend to compete directly with manufacturers like Tesla, but plans to provide a basic original equipment manufacturer solution for "thousands" of Robot Concept manufacturers worldwide.

In fact, US stocks related to the Robot Concept experienced a strong surge last December, among them, the leader in the service robot field. $Richtech Robotics(RR.US)$ In one month, it soared nearly 265%; a software company focused on the autonomy of robotic systems. $Palladyne AI(PDYN.US)$ It has cumulatively risen nearly 90%; previously received attention from NVIDIA, and the "last mile" robot company. $Serve Robotics(SERV.US)$ It has cumulatively risen over 55%.

However, Palladyne AI not only benefited from the Robot Concept but also announced that a third-party small Drone successfully completed its maiden flight, which catalyzed the stock price increase.

Is the "Robot Era" coming in 2025?

Currently, robotics technology remains an emerging field that has yet to generate substantial returns. According to BCC, a USA market research company, the global robotics market is currently valued at approximately $78 billion and is expected to reach $165 billion by the end of 2029.

NVIDIA's CEO Jensen Huang has previously exclaimed, "The robot era is coming."

In addition, according to Tesla's 2024 Shareholders' Meeting, Musk expects that Tesla's humanoid robot will likely begin small-scale mass production in 2025, with deployment exceeding 1,000 units.

Guosen Securities stated that Tesla's robot products are iterating rapidly and are expected to bring the "catfish effect" to the Global robot market, invigorating humanoid robot players. Given the high commonality of components between cars and robots, coupled with major manufacturers entering the field + technological iteration + policy catalysis, the development of humanoid robots is expected to continue to advance, with 2025 likely to become the year of mass production.

Futu News has compiled information from the US stock market. $Robot Concept shares (LIST2653.US)$ for mooers' reference:

In the field of logistics robots: $amazon(AMZN.US)$ Leading warehouse robotics $Symbotic (SYM.US)$ , givinguber technologiesDelivery platforms provide "last mile" food delivery. $Serve Robotics(SERV.US)$ Warehouse Robot.$ATS Corp(ATS.US)$ 、 $Guardforce AI(GFAI.US)$ ；

In the field of Robot Software: $nvidia (NVDA.US)$ 、 $ptc inc(ptc.us)$ 、 $Palladyne AI(PDYN.US)$ 、 $Mobilicom(MOB.US)$ 、 Qualcomm (QCOM.US) ；

Industry of Siasun Robot&Automation: $Tesla (TSLA.US)$ 、 Among the components of the Dow, Honeywell (HON.US) rose by more than 2%, while McDonald's and 3M fell by more than 1%, limiting the Dow's gains. 、 $Teradyne(TER.US)$ 、 $Lincoln Electric(LECO.US)$ ；

In the field of Siasun Robot&Automation: $Rockwell Automation(ROK.US)$ 、 $Zebra Technologies (ZBRA.US)$ 、 $Cognex(CGNX.US)$ 、 $UiPath(PATH.US)$ 、 $Pegasystems(PEGA.US)$ 、 $Myomo(MYO.US)$ ；

Medical Robotics Field: $Medtronic (MDT.US)$ 、 $Stryker Corp (SYK.US)$ , Developer of Intelligent Robotic Radiation Surgical Systems $Accuray (ARAY.US)$ 、

Global Leader in Surgical RoboticsOther Surgical robot suppliers $PROCEPT BioRobotics(PRCT.US)$ 、

Global leader in electrophysiological innovative robotic technology $Stereotaxis(STXS.US)$ Leading company in rehabilitation robotics $Lifeward(LFWD.US)$ 、

Endoscopic surgical robot led by Bill Gates.$Vicarious Surgical(RBOT.US)$ Pharmacy dispensing robots. $Omnicell(OMCL.US)$ ；

Defense robots: $AeroVironment(AVAV.US)$ 、 $Kratos Defense & Security Solutions(KTOS.US)$ 、 Lockheed Martin (LMT.US) 、

$ Northrop Grumman (NOC.US) $ 、 Please use your Futubull account to access the feature. 、 General Dynamics (GD.US). 、

$Teledyne Technologies(TDY.US)$ 、 As of the close of the US stock market on Thursday, the market fell 0.87% this week, closing at 39,935.07 points; during the same period, it fell 1.92%, closing at 5,399.22 points; however, it fell 3.08%, closing at 17,181.72 points. But it is during the hot earnings season, under the storm of "rotation" in the US stock market, there are still many individual stocks with excellent performance. 、 $Textron (TXT.US)$ 、

$l3harris technologies (LHX.US)$ 、 $Elbit Systems (ESLT.US)$ 、 $Nauticus Robotics (KITT.US)$ ；

Specialized Robot Field: Underwater Robot $Oceaneering International(OII.US)$ , 3D Scanning Robot $Faro Technologies(FARO.US)$ ；

Consumer Robot Field: Vacuum Robot $iRobot(IRBT.US)$ ；

Service Robots: Developers of cleaning, meal delivery, and cooking service robots. $Richtech Robotics(RR.US)$ 。

However, some Analysts point out that many robotic startups face significant challenges in scaling, reducing costs, and improving the accuracy of robotic products. David Rosen, head of Northeastern University's Robust Autonomy Lab, stated that the robotics market still faces major challenges, including how to train models and validate their safety in real-world applications.

Is the robotics industry expected to bounce back? Make good use of it."Investment Theme"Function, capture investment opportunities!

Editor/Somer