A big IPO just dropped in Hong Kong this week.

And this might signal a new boom period in the AI robotics industry.

This week, we take a look at this Chinese robotics company that is turning heads, and also offer a glimpse into the booming Chinese robotics market.

Before we proceed, we have some interesting content this week that might change how you think about your portfolio!

Nvidia $NVDA ( ▼ 0.98% ) : It looks like Nvidia is worried that OpenAI don’t have enough cash. It has provided up to US$105 billion in financing for a new AI data centre for OpenAI in Ohio, which will support a total of 8 GW of computing capacity. Nvidia is, of course, the supplier for OpenAI [Read More]

Meta $META ( ▲ 0.75% ) : Did Meta know that its social media was harmful to teens but did nothing? It is now facing a lawsuit trial from a coalition of 28 state attorneys general that could force Meta to change its social media platforms that are allegedly addictive to teens and children [Read More]

Walmart $WMT ( ▲ 0.1% ) : Well, Walmart did beat expectations but markets are worried about its outlook now. Revenue was up by 5.9% with e-commerce sales rising by 23% globally. However, it only projects that sales will increase by 4% or 5% compared to the previous forecast of 4.5% to 5.5% [Read More]

Target $TGT ( ▲ 4.54% ) : Target’s targeted turnaround could be here. After it received tariff refunds, its revenue climbed by 5.3% for the latest quarter with earnings doubling. It has now raised its full-year guidance to 5% revenue growth [Read More]

Lowe’s $LOW ( ▼ 0.58% ) : Lowe’s financial results were mixed. Revenue grew by 8%, but earnings were roughly the same as last year even though it got a tariff refund. However, its online sales increased by 15.7%. It has now guided that it projects its 2026 revenue to be around US$92 billion [Read More]

Alibaba $BABA ( ▼ 8.57% ) : Ali going baba down? Profits fell by 75% for its latest quarter, dragged down by its AI spending. Capex was also up by 75% to CNY67.7 billion as Alibaba doubles down on its AI pivot. Meanwhile, revenue rose by 9%. [Read More]

Baidu $BIDU ( ▲ 1.35% ) : Baidu is in trouble. Its financial results have missed expectations on all fronts. Revenue is down by 2% from the last quarter, and its earnings only came to two-thirds of expectations. Its core business is not doing well, down by 4%, as it sees AI cloud infra revenue rise by 50%. [Read More]

Wee Hur: Wee Hur’s revenue was up by 17.1% for 1H 2026, but one-off items are making analysis difficult. The company has exited its student accommodation Fund 1 to Greystar in 1H 2025. As a result, its profit is down by 27.2% to SG$48 million. However, its construction orderbook grew by 2.6 times. [Read More]

Global Resource Construction: The construction company tripled its profits from SG$5.8 million in 2H 2025 to SG$16.6 million in 2H 2026. Meanwhile, its full-year revenue for 2026 is up eightfold to SG$804.3 million, as it registered higher construction revenue. [Read More]

Sats: Revenue is up by 11.3%, but earnings only increased by 6%. Sats is now facing disruptions in cargo trade flows and flight activity tempo due to the Middle East conflict. [Read More]

Markets move. Headlines catastrophise. But somewhere inside the noise is the story that matters — the opportunity, not the fear. 

The Daily Upside was built by Wall Street insiders to find it — global business and finance, reported without the alarm.

Join 1M readers →

Highlight on ASL Marine

Receive bite-sized market updates and actionable stock ideas - so you stay informed without spending hours researching.

Unitree Robotics makes and sells robots that are humanoid, quadruped and devices in China.

👆️ How its IPO Went: Similar to other Chinese AI stocks, Unitree Robotics had a giant killing on its first day of trading. Share price was up by 460% as investors piled into the next phase of the AI industry - robots with AI applications.

Let’s decipher the hype closely.

💪 Investment Case: First, financials. Revenue has risen sharply by almost twelve times over the years, from CNY123 million in 2022 to CNY1.7 billion in 2025. Initially, Unitree’s revenue was mainly derived from overseas (55% in 2024). But that has shifted in favour of the domestic market, where 61% of its revenue was derived from China in 2025.

But its market position and outlook are what investors are looking out for.

At this rate, it might be too early to tell whether Unitree will be the dominant robotics market for the next few years, but the case is quite strong in its favour.

Ub Tech Robotics researches, designs, develops, and sells robotic products and services in China and international markets.

👆️ How 2025 Results Went: There is now a lot of attention on Ub Tech with the listing of Unitree. Ub Tech is a lot smaller, but it listed on the market much earlier. 2025 results were strong, with revenue almost doubling. Losses did narrow, but investors are increasingly worried about the path towards profitability for the company.

💪 Investment Case: Let’s be honest. Ub Tech’s share price performance for 2026 hasn’t been great. It is down by 34% for the year, as investors have been selling the stock due to fears of profitability. So far, it has accumulated a total loss of CNY7.5 billion as of December 2025.

Meanwhile, it has called an Extraordinary General Meeting (EGM) to discuss material items that include bank financing arrangements, proposed change in the use of previously raised proceeds, and new H-share incentive schemes. The share incentive schemes mean a dilution risk to shareholders.

However, the company does have some tailwinds working for it. While Unitree’s listing could be competition, it could increase eyes on Ub Tech’s investment prospects. Its humanoid and quadruped robots are demanded by many industrial players to reduce dependency on human labour. So, at least it still has a demand base to sell to.

The big question now is whether its EGM moves can shift the company towards a profitable path. This might be a high-risk, high-reward move for investors.

❓️ Market Analysts: Target price of HK$149 with an implied upside of +78%

Xiaomi sells smartphones and other electrical products in China and international markets. In recent years, it has also dipped its hands into the robotics market.

👆️ Xiaomi’s Robotics Division: It’s not exactly on par with the other players here, but Xiaomi is investing in its experimental robotics division. Its usage is mostly internal now, as its AI robots are used mainly in its electric vehicle assembly and production.

It also has a Xiaomi Cyberdog model that is mainly used as a robotic pet. If commercialised for other uses, this could compete with Unitree’s quadruped models. But that remains to be seen.

Its robotics division doesn’t really contribute materially to Xiaomi’s topline, but the company has stated that its vision will now be smartphones, EVs and robotics.

💪 Investment Case: Xiaomi’s robotics division is unproven at this point. But investors who want to take a calculated bet on Xiaomi can rest assured that it still has its core business of smartphones and EVs backing the company up.

If anything, it might be better to pay more attention to its EV prospects in overseas markets in the short-term. Chinese EV players are aggressively selling more for the international markets as the China market demand softens.

In the past 2 years, its revenue has doubled digits, driven by its EV and smartphone divisions, but it is now facing a slowdown in both segments as memory prices skyrocket, increasing the cost of raw materials for Xiaomi while competition intensifies in both segments.

❓️ Market Analysts: Target price of HK$36.55 with an implied upside of +25.9%