Robots shine at CES! Global X China Robotics And Ai Etf (02807.HK) surges over 4% in the afternoon

NewTimeSpace News: According to CCTV Finance, as one of the world's most influential technology events, at the 2026 Consumer Electronics Show in Las Vegas, USA, household cleaning equipment showcased the latest technologies in the smart home field. Among them, a number of new floor-cleaning robot products integrated with artificial intelligence made their debut, attracting the attention of exhibitors and consumers. Some new products brought by Chinese companies are "growing legs, being able to fly, and having the ability to think". These floor-cleaning robot products possess key technical capabilities such as perception, decision-making, and execution, demonstrating the in-depth application of embodied intelligence in home scenarios. Products from China have steadily taken the center stage at this exhibition. Whether at the cutting-edge technology exhibition site or in stores in Europe and Southeast Asia thousands of miles away, Chinese floor-cleaning robots are becoming a popular choice among global consumers. Data shows that in the first three quarters of 2025, the cumulative global shipments of smart floor-cleaning robots reached 17.424 million units, a year-on-year increase of 18.7%. Chinese brands Roborock, Ecovos, Dreame, Xiaomi, and Yunjing occupied the top five positions in global shipments, collectively accounting for nearly 70% of the global market share.

Citic Securities research report stated that robots shine at CES, and the industry is expected to benefit profoundly from the development of AI. Robots from home and abroad have shown brilliant performances at CES, demonstrating excellent movement performance, AI intelligence, and scenario implementation. AI has gradually fully penetrated from software to the physical world. As an important carrier for AI application, robots will benefit profoundly from the development of the AI industry. At the same time, Musk's latest interview statement on Optimus once again showed confidence. V3 has human-level hand dexterity, an AI brain, and large-scale mass production capabilities. The subsequent product releases and mass production progress are worthy of high attention. Subsequent catalysts such as Gen3 fixed-points, new product releases, and the IPO progress of domestic robot manufacturers are worthy of key attention. It is suggested to focus on high-quality sectors at the bottom and grasp certainty and core changes such as dexterous hands.

In terms of related Hong Kong stock ETFs, as of 14:30 on January 12, 2026, Global X China Robotics And Ai Etf (02807.HK) rose by 4.10%, ranking among the top in the Hong Kong equity ETF market.

Global X China Robotics & Artificial Intelligence ETF (02807.HK) is a passively managed fund that tracks the FactSet China Robotics & Artificial Intelligence Index, covering leading enterprises in the entire industry chain such as robot hardware, AI software, and autonomous driving listed in mainland China and Hong Kong, such as Baidu, SenseTime, and Hikvision.

NewTimeSpace Research suggests that this ETF is suitable for investors with a high-risk preference who are long-term optimistic about China's technological independence and the policy dividends of the AI/robot industry. They need to be able to bear the characteristics of rapid industry technological iteration and large fluctuations, and can be used as a satellite asset in a technology allocation portfolio to capture the growth potential of segmented fields.

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