AlphaTON stock soars 200% after pioneering digital asset oncology initiative
Investing.com -- China-listed humanoid value chain stocks have surged 13.5% since September 5, significantly outperforming the MSCI’s 4.4% gain, driven largely by developments around Tesla’s Optimus robots, Morgan Stanley analysts said.
“Humanoid body stocks gained the most, rising 15.7%. We think recent updates on Tesla Optimus have been the key catalyst,” the analysts wrote.
Morgan Stanley highlighted several high-profile Tesla updates that have fueled investor enthusiasm.
The analysts highlighted that on September 5, Tesla proposed a long-term compensation package for CEO Elon Musk tied to a key operational milestone of delivering 1 million bots within 10 years.
Furthermore, on September 7, Tesla shared a Gen2.5 Optimus image on Weibo captioned “accelerating evolution,” while on September 10, Musk revealed at the All-In Summit that Optimus Gen3’s design is being finalized, with hand dexterity comparable to a human.
More recently, on September 16, Musk announced meetings at Tesla focused on Optimus production plans, AI/autopilot, and vehicle output.
Morgan Stanley also noted developments from other players in the space. “FigureAI signaled it has three big announcements to be made in coming 3 days, according to CEO Brett Adcock’s post on X,” the analysts said. They added that in China, key integrators are reporting additional ToB orders totaling nearly Rmb1 billion so far.
Looking ahead, Morgan Stanley expects momentum to persist. “We expect the positive momentum to continue, driven by updates on Optimus Gen3, FigureAI, Unitree IPO progress, key integrators’ investor days, etc. And, we still expect more new order announcements ahead.”
However, the analysts warned of potential downside. “If Optimus production plans or FigureAI announcements disappoint, we see the risk of a sector pullback,” they said, highlighting the need for investors to monitor upcoming catalysts closely.