WEEX Labs: The Physical AI and robotics sectors are active, with attention on the supply chain direction

On July 1, according to WEEX TradFi data, the recent performance of the US stock technology sector has been mixed, with funds continuously focusing on Physical AI, robotics, and related supply chain directions that have actual implementation expectations. Among them, AMD rose about 7.7% in 24 hours, Symbotic (SYM) rose over 6.6%, Texas Instruments (TXN) rose about 4.4%, NVIDIA (NVDA) rose about 2.6%, Tesla (TSLA) rose about 2.1%, and Analog Devices (ADI) rose about 1.4%.

WEEX Labs believes that market funds are shifting from a single computing power narrative to core links in the Physical AI supply chain with implementation expectations, including Tesla's Optimus production line transformation and NVIDIA's Physical AI Day, which continuously strengthen expectations for hardware and software collaboration, leading to increased attention in related sectors.