On the A-share market, robot concept stocks have experienced a broad-based surge, with companies such as Lierda and Qiaofeng Intelligence witnessing substantial gains. In recent news, Elon Musk revealed that Tesla’s AI5 chip has successfully completed tape-out, boasting a performance reportedly tenfold that of the current highest computing power available. This chip is set to serve as the core computing power for the large-scale rollout of Tesla’s humanoid robot, Optimus, effectively overcoming the computing power bottleneck. Market analysts anticipate that the era of embodied intelligence may arrive sooner than previously expected.
