Gasgoo Munich- On July 7, Gasgoo learned that Raisah Rasid, a global market strategist at J.P. Morgan Asset Management, told a briefing that robotics and autonomous vehicle concept stocks could emerge as the next winners in the artificial intelligence (AI) trade.
"AI is a theme that is here to stay," Rasid said.
"The speed of large-scale adoption is really, really fast, especially in generative AI," she added. As AI-related winners expand beyond hyperscale cloud providers, earnings growth—particularly in the hardware sector—has been driving returns in major markets.
However, she noted that the triple-digit percentage returns seen on the KOSPI in the first half are unlikely to be repeated in the second half. Growth is expected to slow as companies find it harder to maintain their strong pricing power in hardware.
Image Credit: UBTECH
On July 6, Gasgoo reported that, according to customs data, Chinese robots are accelerating their push into global markets. In the first five months of the year, exports of various individually listed robots totaled 10.377 million units, worth 19.99 billion yuan, reaching more than 150 countries and regions. The European Union and ASEAN were the primary destinations.
Breaking it down by category, China's robot exports have formed a diverse matrix.
Cleaning robots lead the pack, with exports valued at 14 billion yuan—accounting for over 70% of the total. Bolstered by core technologies like autonomous navigation, automatic dust collection, and smart water circulation, domestic cleaning robots are precisely matching diverse overseas living environments, giving them a significant edge.
