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Serenity Responds to AI Stock Plunge: Portfolio Has Drawn Down 49% in a Single Month, but Long-Term Rationale Remains Unchanged
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X stating that, due to the recent market crash, his portfolio experienced a maximum drawdown of 49.4% this month, but he remains
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Serenity: Institutions Are Beginning to Revise Their Valuations of the Humanoid Robot Industry; Overall Production Capacity of Chinese Manufacturers May Reach 100,000 Units by Year-End
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, pointing out that the Boston Dynamics industry chain report released by IBK Research last month indicated that Boston Dynamics does not
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"Serenity: Humanoid Robots May Be Reaching a Turning Point in Replacing Human Labor; VCs and Tech Giants Have Already Begun Adjusting Their Strategies"
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” wrote that when she first used ChatGPT in 2023, she thought large language models “performed poorly” in terms of programming capabilities,
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The A-share humanoid robot sector continues to gain momentum, with Ludi Harmonic briefly rising more than 13%
Svmuu News: The A-share humanoid robot sector continues to gain momentum, with Ludi Harmonic rising above 476 yuan—up more than 13% intraday—and currently trading at 466 yuan. Kailong High-Tech hit th
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Is the Era of Mass-Produced “AI Robots” Upon Us? UBTech Unveils Humanoid Robots Priced from 119,800 to 990,000; Hong Kong Stock Price Jumps 7.48%
Svmuu News: Ubtech (09880.HK) has unveiled its full-size hyper-bionic humanoid robot, the U1, which features 88 degrees of freedom throughout its body. The U1 Pro is priced at 169,800 yuan, while the
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Lee Jae-yong: Samsung Accelerates Chip Production Expansion; Gwangju to Become a Memory Chip Hub
Svmuu News: Samsung Group Chairman Lee Jae-yong stated, “This is a race against time.” He added that the updated plan accelerates Samsung Electronics’ efforts to build chip factories in the Seoul metr
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Paradis Labs: GS expects South Korea to supply 30% of humanoid robot components by 2035
Svmuu News: Paradis Labs posted on X, stating that South Korea’s humanoid robot supply chain is crucial to the upcoming increase in humanoid robot production. GS forecasts that by 2035, 30% of humanoi
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Serenity: Schaeffler has partnered with approximately 45 humanoid robot companies, which could theoretically cover about 50% of the BOM cost for humanoid robots.
According to Svmuu, Serenity posted on X stating that Schaeffler AG is currently an “ideal example” of a company from the automotive industry entering the humanoid robotics sector. The company has a m
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Serenity: Humanoid robots will drive a decades-long cycle of demand for memory, with that demand potentially taking off within the next decade
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that Micron (MU)'s CEO predicts that the memory demand cycle driven by humanoid robots will last for decades.The CEO noted that
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Tesla Applying to Register the "Amazing Abundance" Trademark to Advance AI and Robotics Strategies
Svmuu News: Tesla has officially filed a trademark application for “Amazing Abundance,” covering AI, humanoid robots, autonomous driving systems, and automation technology.
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“New Stock God” Serenity: The Humanoid Robot Industry Has Immense Long-Term Potential, and Leaderdrive Is Poised to Benefit
Svmuu reported that “New Stock God” Serenity stated in a post that they believe Leaderdrive (688017) is one of the competitive core component enterprises in China's humanoid robot industry chain. Sere
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“New Stock God” Serenity and Garrett Jin Debate Timing for Entering the A-Share Robotics Track
Svmuu reported that “New Stock God” Serenity and Garrett Jin are debating the timing for entering the A-share robotics track. Serenity previously posted on platform X, stating that humanoid robotics i
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“New Stock God” Serenity Clarifies: Currently Does Not Hold Harmonic Drive Shares
Svmuu reported that “New Stock God” Serenity posted on X platform to clarify that he does not currently hold any shares of Harmonic Drive, and the related views are solely public research sharing. He
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Green Xiebo surged 20%, triggering a daily trading limit, possibly influenced by Serenity’s positive comments on the humanoid robotics sector.
Svmuu reported that Green Xiebo surged 20% and triggered a daily trading limit, currently trading at 393 yuan. Earlier, the “new stock god” Serenity posted on the X platform, stating that Green Xiebo
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Green Harmonic's stock briefly rose more than 14%, possibly influenced by Serenity's positive comments on the humanoid robot sector
Svmuu reported that Leaderdrive briefly surged over 14% during trading hours, now reported at 372 yuan. Previously, "new stock god" Serenity posted on the X platform, stating that Leaderdrive has a st
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Green Harmonic surged more than 7% briefly, possibly driven by comments from Serenity expressing optimism about the humanoid robot sector
Svmuu reported that Leadrive's stock briefly surged over 7% during trading, now at 352 yuan. Earlier, "new stock god" Serenity posted on platform X, stating that Leadrive holds a strong competitive ad
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Serenity: LeaderDrive holds over 60% of China's harmonic reducer market share, making it the most favored target in the humanoid robot track
Svmuu reported that "New Stock God" Serenity posted on X platform, stating that LeaderDrive (Stock Code: 688017, valued at 57.73 billion RMB) is its most favored listed target in China when laying out
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Nvidia Selects Unitree as First Humanoid Robot AI Platform Partner
Svmuu reports: Nvidia CEO Jensen Huang announced at the GTC conference in Taipei that the company has selected China's Unitree as its first humanoid robot AI platform partner for universities and rese
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Analysts believe the humanoid robot industry is at a critical stage of mass production verification and scenario implementation
Data from China's Ministry of Commerce shows that sales of embodied AI robots on key Chinese platforms increased by 22.6% year-on-year in the first three quarters of this year. Analysts believe the hu
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Morgan Stanley's latest survey indicates that while Chinese enterprises show high willingness to procure humanoid robots
Morgan Stanley's latest survey indicates that while Chinese enterprises show high willingness to procure humanoid robots, stricter demands on cost and return on investment (ROI) are slowing down comme
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the humanoid robot sector experienced a surge of limit-up stocks in the afternoon of October 26
Driven by multiple catalysts, including the intensive emergence of physical AI research reports, JPMorgan Chase's significant upgrade of Unitree Robotics' rating, and Qiyuan Robot's mass production mi
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shows that the computational power consumption for training humanoid robot full-body motion controllers can be compressed by over 1000 times
Nomura International (Hong Kong)'s latest report indicates that the SuperMimic paper from the University of California, Berkeley, shows that the computational power consumption for training humanoid r
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The bank raised its 2027 humanoid robot sales forecast for Unitree Robotics to 31,701 units
JPMorgan Chase released a research report, upgrading Chinese robotics manufacturer Unitree Robotics' rating by two notches from "Underweight" to "Overweight," and significantly raising its December 20
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Chinese humanoid robots are accelerating their entry into the into the South Korean market, as Seoul heavily bets on physical AI.
Chinese humanoid robot manufacturers are accelerating their expansion into the South Korean market, shifting from dance performances and showroom displays to factory trials and commercial deployments.
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Hyundai's Atlas features four fingers, Tesla's Optimus five, driven by distinct market strategies
Hyundai Motor Group's Boston Dynamics has opted for a four-finger design for its electric Atlas humanoid robot, believing it reduces cost and complexity without sacrificing industrial work benefits. I
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DeepSeek leads seed round for Winverse AI, a startup founded by former Tencent AI scientists, valuing it at $400 million.
DeepSeek has agreed to lead a multi-million dollar seed funding round for Winverse AI, a startup founded by former Tencent AI scientist Hu Han, valuing the months-old company at approximately $400 mil
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Panasonic plans to leverage its battery business to develop humanoid robots, targeting production by 2029.
Akira Sakakibara, Chief AI Officer at Japanese tech conglomerate Panasonic Holdings, stated in an interview with Nikkei that the company plans to develop humanoid robots, leveraging its battery busine
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Micron outlines a new "physical AI" narrative, stating that autonomous driving and humanoid robots will be the next explosion points for storage demand.
Sanjay Mehrotra, Chairman and CEO of Micron Technology, noted that autonomous vehicles represent the first major deployment of physical AI, with L4 and higher autonomous vehicles typically requiring o
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China's CSRC Sets Three New Standards for Humanoid Robot IPOs, Few Companies Expected to Qualify
Chinese securities regulators are reportedly raising the bar for humanoid robot startups to go public, requiring them to meet three specific criteria, according to three sources familiar with the matt
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China tightens humanoid robot patent grip with 60% global share as of H1 2026
China's widening lead in humanoid robot patents is raising the stakes for South Korea's push to compete in the fast-growing industry. According to Intellectual Property Office data obtained by Rep. Le
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The Information: Tesla's Optimus Robot Hands Face Manufacturing Challenges, Company Aims for 1,000 Units Per Week by Year-End
Tesla's Optimus humanoid robot's complex hand design presents significant manufacturing and durability challenges, according to The Information. Despite this, Tesla management has informed employees t
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Morgan Stanley Research: Humanoid Robot Manufacturers Significantly Raise 2026 Shipment Targets, Some Plan Severalfold Growth, Industry Competition May See Early Shakeout
Morgan Stanley's humanoid robot supply chain survey, published on September 23, reveals that several robot manufacturers have significantly raised their 2026 shipment targets, with some planning for m
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Deloitte China: Beijing Tightens IPO Approvals for Humanoid Robot Companies, Posing No Threat to Firms with Clear Commercialization Strategies
Dick Kay, the national managing partner of Capital Market Services at Deloitte China, stated on Thursday that market capital is shifting from past "blind impulses" to "meticulous screening," and quali
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Musk predicts that the global humanoid robot population could reach 10 billion units in the next 15 years, and 100 billion units within 20 years.
Musk recently stated in an interview that the global humanoid robot population could reach 10 billion units in the next 15 years and 100 billion units in the next 20 years. Influenced by this news, A-
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Michael Perry, Head of Commercial Strategy at Persona AI, believes humanoid robots may play the biggest role in heavy industries such as shipbuilding and steel manufacturing.
Michael Perry, Head of Commercial Strategy at Persona AI, believes humanoid robots may play the biggest role in heavy industries such as shipbuilding and steel manufacturing.
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China's Unitree Robotics stock falls by over 50% a month after listing
Shares of the Chinese startup, which debuted on the Shanghai Stock Exchange a month ago, have declined more than 50% from their opening price. Retail investors are now taking a closer look at the pote
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Barclays: The First Wave of Physical AI Disruption May Not Be Humanoid, Specialized Robots Are Superior
Barclays' research report suggests that fully autonomous general-purpose humanoid robots are still a long way off, while specialized forms such as collaborative robots and AMRs are already being appli
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Barclays: Humanoid robot computing power demand is mainly concentrated in edge AI, with limited but significant incremental growth for data centers.
Barclays Research states that the inference stage for humanoid robots needs to be completed on edge processors within the robots themselves. Data center computing power is primarily used for simulatio
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Barclays: Mass Deployment of General-Purpose Humanoid Robots May Be Delayed Until Around 2035, with Intelligence, Not Hardware, Being the Bottleneck
Barclays noted in its latest research report that current humanoid robot capabilities rely on pre-programming or remote control, with a significant gap from general autonomy. The firm believes the cor
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Toyota Motor Group Plans to Deploy 400,000 In-House-Developed Humanoid Robots at Worldwide Production Sites
The robots are designed to work alongside factory staff, learn from employees, and train new workers, as part of the automaker's push to create factories where people and robots work side by side.
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Micron Executive Warns: Storage is the AI Performance Bottleneck, Substantial New Capacity Not Expected Until After 2028
Sumit Sadana, Senior Advisor to the CEO of Micron Technology, stated at the Six Five Summit 2026 that memory has become the most critical bottleneck determining AI system performance. He revealed that
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Agility Robotics Unveils Digit 5 Humanoid Robot Designed to Work Safely With People
The new humanoid is built to take on more complex warehouse and manufacturing tasks without the physical barriers required by earlier models. Agility Robotics CEO Peggy Johnson noted that AI can accel
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Samsung Electronics is down 4.44% from its previous close, now trading at ₩231,250.
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