Changes in Hong Kong stocks | Physical AI concept stocks had the highest gains, Apple revealed that the humanoid robot autonomous control system HALO physical AI is expected to be implemented at an accelerated pace

The Zhitong Finance App learned that physical AI concept stocks had the highest gains. As of press release, Galax Technology (02729) rose 47.26% to HK$13.99; Premium Choice (09880) rose 12.40% to HK$72.5; Laifu Harmonic (03952) rose 9.73% to HK$30; and Yuejiang (02432) rose 7.25% to HK$17.91.

According to the news, the Apple research team revealed HALO, an autonomous control system for humanoid robots, equipped with the Yushu G1 robot. Through visual language models and motion generation technology, the robot can independently complete tasks such as pushing boxes, chairs, and crossing obstacles in an unfamiliar environment. The success rate of 360 tests is 91%. The research team pointed out that currently robots mainly rely on visual perception, and adding tactile perception is one of the future improvement directions.

Zheshang Securities believes that the bottleneck in the development of the robotics industry is shifting from hardware itself to data infrastructure and intelligent model training. It is expected that it will be the first to usher in commercialization opportunities with intelligent data collection, simulation platforms and the return of real scene data. In the long run, the integration of physical simulation engines and world models is expected to form a closed loop of virtual and realistic data interaction, driving the accelerated implementation of physical AI in industrial manufacturing, robotics, etc.