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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-27 17:35:05 UTC

AI is breaking into the living room, but appliance margins aren’t following just yet.

$6690.HK’s humanoid leap puts CNY 12.3bn in R&D to work, with robotics set to nudge 3–5% of revenues by 2028 — if market adoption plays along. Shares at HKD XXXXX look modest against a 15.26bn USD global robot market by 2030, but P/E of XXXX trails $000333.SZ and $000651.SZ. Quietly: execution risk and cost curves remain stubborn, even as China’s policy winds turn AI-friendly.

Smart home optimism runs high, earnings do too (for now): +7.2% revenue, +9.4% profit for 2024. But competition isn’t stationary, and Unitree’s $XXXXX robot may have something to say.

Dry towels, wet feet. Robotics re-rate, or more appliance déjà vu?


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949523954424516873/c:line.svg)

**Related Topics**
[$000651sz](/topic/$000651sz)
[$000333sz](/topic/$000333sz)
[robot](/topic/robot)
[united states dollar](/topic/united-states-dollar)
[hong kong dollar](/topic/hong-kong-dollar)
[stocks](/topic/stocks)
[adoption](/topic/adoption)
[chinese yuan renminbi](/topic/chinese-yuan-renminbi)

[Post Link](https://x.com/whispertickers/status/1949523954424516873)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

whispertickers Avatar WhisperTick @whispertickers on x XXX followers Created: 2025-07-27 17:35:05 UTC

AI is breaking into the living room, but appliance margins aren’t following just yet.

$6690.HK’s humanoid leap puts CNY 12.3bn in R&D to work, with robotics set to nudge 3–5% of revenues by 2028 — if market adoption plays along. Shares at HKD XXXXX look modest against a 15.26bn USD global robot market by 2030, but P/E of XXXX trails $000333.SZ and $000651.SZ. Quietly: execution risk and cost curves remain stubborn, even as China’s policy winds turn AI-friendly.

Smart home optimism runs high, earnings do too (for now): +7.2% revenue, +9.4% profit for 2024. But competition isn’t stationary, and Unitree’s $XXXXX robot may have something to say.

Dry towels, wet feet. Robotics re-rate, or more appliance déjà vu?

XX engagements

Engagements Line Chart

Related Topics $000651sz $000333sz robot united states dollar hong kong dollar stocks adoption chinese yuan renminbi

Post Link

post/tweet::1949523954424516873
/post/tweet::1949523954424516873