[Market Focus] 'Jensen Huang Effect' Continues... Robotics Stocks Like Roboteez Surge

As Jensen Huang, CEO of Nvidia, announced plans to collaborate with the Korean robotics industry, shares of robotics-related companies have been soaring for several consecutive days.

As of 10:20 a.m. on November 3, Roboteez was trading at 275,000 won, up 54,500 won (24.72%) from the previous trading day.

In addition, other robotics stocks such as Robostar (22.78%), Clobot (13.05%), Roborobo (11.62%), Yuil Robotics (7.44%), Hurobot (9.15%), and Angel Robotics (6.60%) are also showing strong gains.

This is believed to be influenced by CEO Jensen Huang's remarks.

During his visit to Korea on October 30, coinciding with the Asia-Pacific Economic Cooperation (APEC) Summit, he stated, "I have some very good news for Korea," and hinted, "To give you a clue, the news is related to artificial intelligence (AI) and robotics." Following these comments, investors began flocking to robotics stocks.

Previously, at CES 2025 held in Las Vegas in January, CEO Jensen Huang introduced "physical AI" as the biggest topic in the AI sector this year. Physical AI refers to AI that understands the laws of physics and can operate in the real world, including humanoid robots and autonomous vehicles.

Yang Seungyoon, a researcher at Yuanta Securities, said, "With CEO Jensen Huang declaring the supply of 260,000 GPUs to Korea, there is growing momentum in the AI and robotics industries. Major domestic companies such as Samsung Electronics (Rainbow Robotics) and Hyundai Motor Company (Boston Dynamics) are expected to accelerate their development of physical AI."

He added, "With RoboWorld scheduled for November 5-8 and Tesla's shareholder meeting on November 6, we are looking forward to changes in the robotics business of domestic robotics companies and confirmation of Tesla's humanoid vision. The momentum for robotics-related stocks is expected to continue."