Lower US long-end yields, a softer dollar, and SK Hynix's share buyback announcement stabilized sentiment across Asian markets. However, shares of Chinese humanoid robot maker Unitree erased some of those massive 460% gains following Wednesday's blockbuster debut.
Risk appetite was also tempered after President Trump declared "Economic D-Day" against Iran and threatened severe consequences for any country providing support to Tehran. Against that backdrop, investors may continue rotating toward safer (see here), higher-quality companies with limited exposure to geopolitical and macroeconomic shocks.
Turning to the world's top humanoid robot maker by global deliveries, founder Wang Xingxing told the World Robot Conference in Beijing that mass-market adoption of these robots will be achieved within the next decade. That timeline is broadly in line with the forecasts we have provided readers from multiple institutional desks.
Wang said demand is likely to accelerate once robots can complete 80% of tasks assigned through voice commands in unfamiliar surroundings. He expects that threshold to be reached within two to 10 years.
The founder said humanoids already perform well under controlled conditions, but their performance deteriorates when objects or surroundings shift even slightly. He noted that this lack of versatility leaves current models trailing human workers.
Acco
