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Barbarazhao
02-07 11:25

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Morgan Stanley's "Humanoid 100" List: Alphabet, Nvidia, Palantir and More

The physical embodiment of AI touches a $60tn TAM, global GDP, and the meaning of work. $Morgan Stanley(MS)$ presents the "Humanoid 100" — a global mapping of equities across a range of sectors and re

Morgan Stanley's "Humanoid 100" List: Alphabet, Nvidia, Palantir and More

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In our original Humanoid BluePaper, we introduced the Humanoid 66 — a list of both enablers and beneficiaries that we believed were most exposed at the time. Since then, commercial developments evolved at a rapid pace, especially in China, with many new players announcing their involvement or intentions to become involved. Investor interest seemed to accelerate meaningfully following <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> CEO Jensen Huang&#39;s 2025 CES presentation where he devoted roughly 40 minutes to the topic of physical AI and robotics. We are now fielding questions daily from a broad scope of global investors on how to play the &#34;Embodied AI&#34; theme across a number of angles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/270dba6e9da22191cebd653f779d3cfe\" title=\"\" tg-width=\"1311\" tg-height=\"815\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bb1973b27aca56d8f299b9bc66c8aa09\" title=\"\" tg-width=\"1091\" tg-height=\"772\"/></p><ol start=\"1\" style=\"\"><li><p style=\"text-align: left;\"><strong>Humanoid Brain (22 Companies)</strong>：<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> (GOOGL), <a href=\"https://laohu8.com/S/BIDU\">Baidu</a> (BIDU), Meta (META), <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> (MSFT), NVIDIA (NVDA), <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> (ORCL), Palantir (PLTR), Dassault Systemes (DSY-FR), Hexagon (HEXA.B-SE), Siemens (SIE-DE), <a href=\"https://laohu8.com/S/AMBA\">Ambarella</a> (AMBA), Horizon Robotics (9660-HK), <a href=\"https://laohu8.com/S/INTC\">Intel</a> (INTC), Mobileye (MBLY), <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> (QCOM), Micron (MU), SK Hynix (000660-KR), Samsung Electronics (005930-KR), Arm Holdings (ARM), <a href=\"https://laohu8.com/S/CDNS\">Cadence Design</a> Systems (CDNS), <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a> (SNPS), TSMC (TSM)</p></li><li><p><strong>Humanoid Body (64 Companies)</strong>：NSK (6471-JP), <a href=\"https://laohu8.com/S/RBC\">RBC Bearings</a> (RBC), <a href=\"https://laohu8.com/S/RRX\">Regal Rexnord</a> (RRX), Schaeffler (SHA0-DE), <a href=\"https://laohu8.com/S/TKR\">Timken</a> (TKR), Hengli (601100-CN), Hiwin (2049-TW), Shanghai Beiti (603009-CN), THK (6481-JP), <a href=\"https://laohu8.com/S/HLIT\">Harmonic</a> Drive System (6324-JP), Hota (1536-TW), LeaderDrive (688017-CN), Nabtesco (6268-JP), Shuanghuan (002472-CN), Zhongda Leader (002896-CN), Estun (002747-CN), Leadshine (002979CN), Moons&#39; Electric (603728-CN), Nidec (6594-JP), Regal Rexnord (RRX), Sensata (ST), Shenzhen Inovance (300124-CN), Zhaowei (003021-CN), JL Mag (6680-HK), Lynas Rare Earths (LYC-AU), MP Materials (MP-US), <a href=\"https://laohu8.com/S/NTIC\">Northern</a> Rare Earth (600111-CN), Nidec (6594-JP), <a href=\"https://laohu8.com/S/NOVT\">Novanta</a> (NOVT), Sensata (ST), <a href=\"https://laohu8.com/S/ADI\">Analog Devices</a> (ADI), Hexagon (HEXA.B-SE), Intel (INTC), Keyence (6861-JP), Onsemi (ON), Robosense (2498-HK), <a href=\"https://laohu8.com/S/SONY\">Sony</a> Group (SONY), <a href=\"https://laohu8.com/S/TEL\">TE Connectivity</a> (TEL), <a href=\"https://laohu8.com/S/TDY\">Teledyne</a> Technologies (TDY), Will Semiconductor (603501-CN), Aptiv (APTV), Intel (INTC), <a href=\"https://laohu8.com/S/MGA\">Magna</a> (MGA), Robotsense (2498-HK), Teledyne Technologies (TDY), Valeo (FR-FR), Allegro Microsystems (ALGM), Melexis (MELE-BE), Keli Sensing (603662-CN), Novanta (NOVT), Sensata (ST), TE Connectivity (TEL), CATL (300750-CN), EVE Energy (300014-CN), LG Energy Solution (373220-KR), Samsung SDI (096770-KR), Allegro Microsystems (ALGM), Infineon (IFX-DE), Melexis (MELE-BE), NXP (NXPI), Onsemi (ON), Renesas (6723-JP), ST Micro (STM), <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> (TXN), Will Semiconductor (603501-CN), <a href=\"https://laohu8.com/S/APH\">Amphenol</a> (APH), Aptiv (APTV), Magna (MGA), TE Connectivity (TEL), Xusheng (603305-CN), Sanhua (002050-CN), Tuopu (601689CN), Hon Hai Precision / Foxconn (2317-TW), <a href=\"https://laohu8.com/S/HON\">Honeywell</a> (HON), <a href=\"https://laohu8.com/S/ROK\">Rockwell Automation</a> (ROK), Siemens (SIE-DE)</p></li><li><p><strong>Humanoid Integrators (22 Companies)</strong>：BYD (002594-CN), GAC Group (2238-HK), Hyundai / Boston Dynamics (005380-KR), Tesla (TSLA), <a href=\"https://laohu8.com/S/TM\">Toyota</a> (7203-JP), XPENG (XPEV), <a href=\"https://laohu8.com/S/AAPL\">Apple</a> (AAPL), Hon Hai Precision / Foxconn (2317TW), LG Electronics (066570.HK), Samsung Electronics (005930-KR), Sony Group (SONY), Xiaomi (1810-HK), <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> (BABA), Amazon (AMZN), Naver (035420KR), Tencent (700-HK), ABB (ABBN-CH), Midea / KUKA (000333-CN), <a href=\"https://laohu8.com/S/TER\">Teradyne</a> (TER), Rainbow Robotics (277810-KR), UBTech (9880-HK)</p></li></ol></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley's \"Humanoid 100\" List: Alphabet, Nvidia, Palantir and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-02-07 10:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The physical embodiment of AI touches a $60tn TAM, global GDP, and the meaning of work. <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> presents the &#34;Humanoid 100&#34; — a global mapping of equities across a range of sectors and regions that may have an important role in bringing robots from the lab to your living room.</p><p>As GenAI continues to migrate from the digital world (bits/bytes) to the physical world (atoms/photons) investors are beginning to grasp the enormity of the potential disruption while struggling with &#34;paths to expression&#34; on the theme. In our original Humanoid BluePaper, we introduced the Humanoid 66 — a list of both enablers and beneficiaries that we believed were most exposed at the time. Since then, commercial developments evolved at a rapid pace, especially in China, with many new players announcing their involvement or intentions to become involved. Investor interest seemed to accelerate meaningfully following <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> CEO Jensen Huang&#39;s 2025 CES presentation where he devoted roughly 40 minutes to the topic of physical AI and robotics. We are now fielding questions daily from a broad scope of global investors on how to play the &#34;Embodied AI&#34; theme across a number of angles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/270dba6e9da22191cebd653f779d3cfe\" title=\"\" tg-width=\"1311\" tg-height=\"815\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bb1973b27aca56d8f299b9bc66c8aa09\" title=\"\" tg-width=\"1091\" tg-height=\"772\"/></p><ol start=\"1\" style=\"\"><li><p style=\"text-align: left;\"><strong>Humanoid Brain (22 Companies)</strong>：<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> (GOOGL), <a href=\"https://laohu8.com/S/BIDU\">Baidu</a> (BIDU), Meta (META), <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> (MSFT), NVIDIA (NVDA), <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> (ORCL), Palantir (PLTR), Dassault Systemes (DSY-FR), Hexagon (HEXA.B-SE), Siemens (SIE-DE), <a href=\"https://laohu8.com/S/AMBA\">Ambarella</a> (AMBA), Horizon Robotics (9660-HK), <a href=\"https://laohu8.com/S/INTC\">Intel</a> (INTC), Mobileye (MBLY), <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> (QCOM), Micron (MU), SK Hynix (000660-KR), Samsung Electronics (005930-KR), Arm Holdings (ARM), <a href=\"https://laohu8.com/S/CDNS\">Cadence Design</a> Systems (CDNS), <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a> (SNPS), TSMC (TSM)</p></li><li><p><strong>Humanoid Body (64 Companies)</strong>：NSK (6471-JP), <a href=\"https://laohu8.com/S/RBC\">RBC Bearings</a> (RBC), <a href=\"https://laohu8.com/S/RRX\">Regal Rexnord</a> (RRX), Schaeffler (SHA0-DE), <a href=\"https://laohu8.com/S/TKR\">Timken</a> (TKR), Hengli (601100-CN), Hiwin (2049-TW), Shanghai Beiti (603009-CN), THK (6481-JP), <a href=\"https://laohu8.com/S/HLIT\">Harmonic</a> Drive System (6324-JP), Hota (1536-TW), LeaderDrive (688017-CN), Nabtesco (6268-JP), Shuanghuan (002472-CN), Zhongda Leader (002896-CN), Estun (002747-CN), Leadshine (002979CN), Moons&#39; Electric (603728-CN), Nidec (6594-JP), Regal Rexnord (RRX), Sensata (ST), Shenzhen Inovance (300124-CN), Zhaowei (003021-CN), JL Mag (6680-HK), Lynas Rare Earths (LYC-AU), MP Materials (MP-US), <a href=\"https://laohu8.com/S/NTIC\">Northern</a> Rare Earth (600111-CN), Nidec (6594-JP), <a href=\"https://laohu8.com/S/NOVT\">Novanta</a> (NOVT), Sensata (ST), <a href=\"https://laohu8.com/S/ADI\">Analog Devices</a> (ADI), Hexagon (HEXA.B-SE), Intel (INTC), Keyence (6861-JP), Onsemi (ON), Robosense (2498-HK), <a href=\"https://laohu8.com/S/SONY\">Sony</a> Group (SONY), <a href=\"https://laohu8.com/S/TEL\">TE Connectivity</a> (TEL), <a href=\"https://laohu8.com/S/TDY\">Teledyne</a> Technologies (TDY), Will Semiconductor (603501-CN), Aptiv (APTV), Intel (INTC), <a href=\"https://laohu8.com/S/MGA\">Magna</a> (MGA), Robotsense (2498-HK), Teledyne Technologies (TDY), Valeo (FR-FR), Allegro Microsystems (ALGM), Melexis (MELE-BE), Keli Sensing (603662-CN), Novanta (NOVT), Sensata (ST), TE Connectivity (TEL), CATL (300750-CN), EVE Energy (300014-CN), LG Energy Solution (373220-KR), Samsung SDI (096770-KR), Allegro Microsystems (ALGM), Infineon (IFX-DE), Melexis (MELE-BE), NXP (NXPI), Onsemi (ON), Renesas (6723-JP), ST Micro (STM), <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> (TXN), Will Semiconductor (603501-CN), <a href=\"https://laohu8.com/S/APH\">Amphenol</a> (APH), Aptiv (APTV), Magna (MGA), TE Connectivity (TEL), Xusheng (603305-CN), Sanhua (002050-CN), Tuopu (601689CN), Hon Hai Precision / Foxconn (2317-TW), <a href=\"https://laohu8.com/S/HON\">Honeywell</a> (HON), <a href=\"https://laohu8.com/S/ROK\">Rockwell Automation</a> (ROK), Siemens (SIE-DE)</p></li><li><p><strong>Humanoid Integrators (22 Companies)</strong>：BYD (002594-CN), GAC Group (2238-HK), Hyundai / Boston Dynamics (005380-KR), Tesla (TSLA), <a href=\"https://laohu8.com/S/TM\">Toyota</a> (7203-JP), XPENG (XPEV), <a href=\"https://laohu8.com/S/AAPL\">Apple</a> (AAPL), Hon Hai Precision / Foxconn (2317TW), LG Electronics (066570.HK), Samsung Electronics (005930-KR), Sony Group (SONY), Xiaomi (1810-HK), <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> (BABA), Amazon (AMZN), Naver (035420KR), Tencent (700-HK), ABB (ABBN-CH), Midea / KUKA (000333-CN), <a href=\"https://laohu8.com/S/TER\">Teradyne</a> (TER), Rainbow Robotics (277810-KR), UBTech (9880-HK)</p></li></ol></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187315829","content_text":"The physical embodiment of AI touches a $60tn TAM, global GDP, and the meaning of work. Morgan Stanley presents the \"Humanoid 100\" — a global mapping of equities across a range of sectors and regions that may have an important role in bringing robots from the lab to your living room.As GenAI continues to migrate from the digital world (bits/bytes) to the physical world (atoms/photons) investors are beginning to grasp the enormity of the potential disruption while struggling with \"paths to expression\" on the theme. In our original Humanoid BluePaper, we introduced the Humanoid 66 — a list of both enablers and beneficiaries that we believed were most exposed at the time. Since then, commercial developments evolved at a rapid pace, especially in China, with many new players announcing their involvement or intentions to become involved. Investor interest seemed to accelerate meaningfully following NVIDIA CEO Jensen Huang's 2025 CES presentation where he devoted roughly 40 minutes to the topic of physical AI and robotics. We are now fielding questions daily from a broad scope of global investors on how to play the \"Embodied AI\" theme across a number of angles.Humanoid Brain (22 Companies)：Alphabet (GOOGL), Baidu (BIDU), Meta (META), Microsoft (MSFT), NVIDIA (NVDA), Oracle (ORCL), Palantir (PLTR), Dassault Systemes (DSY-FR), Hexagon (HEXA.B-SE), Siemens (SIE-DE), Ambarella (AMBA), Horizon Robotics (9660-HK), Intel (INTC), Mobileye (MBLY), Qualcomm (QCOM), Micron (MU), SK Hynix (000660-KR), Samsung Electronics (005930-KR), Arm Holdings (ARM), Cadence Design Systems (CDNS), Synopsys (SNPS), TSMC (TSM)Humanoid Body (64 Companies)：NSK (6471-JP), RBC Bearings (RBC), Regal Rexnord (RRX), Schaeffler (SHA0-DE), Timken (TKR), Hengli (601100-CN), Hiwin (2049-TW), Shanghai Beiti (603009-CN), THK (6481-JP), Harmonic Drive System (6324-JP), Hota (1536-TW), LeaderDrive (688017-CN), Nabtesco (6268-JP), Shuanghuan (002472-CN), Zhongda Leader (002896-CN), Estun (002747-CN), Leadshine (002979CN), Moons' Electric (603728-CN), Nidec (6594-JP), Regal Rexnord (RRX), Sensata (ST), Shenzhen Inovance (300124-CN), Zhaowei (003021-CN), JL Mag (6680-HK), Lynas Rare Earths (LYC-AU), MP Materials (MP-US), Northern Rare Earth (600111-CN), Nidec (6594-JP), Novanta (NOVT), Sensata (ST), Analog Devices (ADI), Hexagon (HEXA.B-SE), Intel (INTC), Keyence (6861-JP), Onsemi (ON), Robosense (2498-HK), Sony Group (SONY), TE Connectivity (TEL), Teledyne Technologies (TDY), Will Semiconductor (603501-CN), Aptiv (APTV), Intel (INTC), Magna (MGA), Robotsense (2498-HK), Teledyne Technologies (TDY), Valeo (FR-FR), Allegro Microsystems (ALGM), Melexis (MELE-BE), Keli Sensing (603662-CN), Novanta (NOVT), Sensata (ST), TE Connectivity (TEL), CATL (300750-CN), EVE Energy (300014-CN), LG Energy Solution (373220-KR), Samsung SDI (096770-KR), Allegro Microsystems (ALGM), Infineon (IFX-DE), Melexis (MELE-BE), NXP (NXPI), Onsemi (ON), Renesas (6723-JP), ST Micro (STM), Texas Instruments (TXN), Will Semiconductor (603501-CN), Amphenol (APH), Aptiv (APTV), Magna (MGA), TE Connectivity (TEL), Xusheng (603305-CN), Sanhua (002050-CN), Tuopu (601689CN), Hon Hai Precision / Foxconn (2317-TW), Honeywell (HON), Rockwell Automation (ROK), Siemens (SIE-DE)Humanoid Integrators (22 Companies)：BYD (002594-CN), GAC Group (2238-HK), Hyundai / Boston Dynamics (005380-KR), Tesla (TSLA), Toyota (7203-JP), XPENG (XPEV), Apple (AAPL), Hon Hai Precision / Foxconn (2317TW), LG Electronics (066570.HK), Samsung Electronics (005930-KR), Sony Group (SONY), Xiaomi (1810-HK), Alibaba (BABA), Amazon (AMZN), Naver (035420KR), Tencent (700-HK), ABB (ABBN-CH), Midea / KUKA (000333-CN), Teradyne (TER), Rainbow Robotics (277810-KR), UBTech (9880-HK)","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}