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Changes in Hong Kong stocks | Sleeping Robot (06600) rose by more than 11%, Huang Renxun talks about physical AI companies entering the intelligent underlying data base
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The Zhitong Finance App learned that Reclining Robot (06600) rose by more than 11%. As of press release, it had risen 5.04% to HK$50.4, with a turnover of HK$477.89,500.

According to the news, recently, at the Nvidia GTC Berlin conference, Hwang In-hoon once again mentioned “physical intelligence is the next wave of AI,” saying that the most shipped physical AI application is autonomous driving; released the GR00T N2, a next-generation basic world model for humanoid robots, and expanded Isaac's open robot development platform. CITIC Construction Investment believes that recently, attention to physical AI and end-side applications has rapidly heated up, industrial events such as the Nvidia GTC conference catalyzed factors such as sufficient adjustments in the superposition sector and differences in expectations in the storage industry to jointly drive the explosion of the physical AI sector.

According to the Great Wall Securities Research Report, the Woan robot iteratively launched the OneModel 1.7 FrontoStria-RL full-sized model, leading the industry in comprehensive performance in multiple sets of LIBERO, Libero-Plus, and SimpleRenv industry benchmark tests with four innovative modules, including Predictive Policy Latent and MCF-Proto motion parameterization. In addition, in 2026, the company won the bid for the 44.95 million yuan smart infrastructure project in Shenzhen. Relying on this project, the company entered the intelligent underlying data base circuit, promoting the closed-loop expansion of the business from consumer smart home hardware to a complete industry with iterative linkage of real data, hardware carriers, and algorithms, and reshaping the medium- to long-term investment value narrative.

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