Domestic robot-related stocks showed weakness on the morning of the 5th, experiencing a synchronized correction. Robot stocks, which had recently surged due to expectations of artificial intelligence (AI) expansion and growth in the humanoid robot market, appear to be entering a 'breather' phase driven by short-term profit-taking. However, with NVIDIA CEO Jensen Huang's visit to South Korea imminent, market interest in the AI and robotics industries remains high.

■ Market Trends of Major Robot Stocks As of the morning of the 5th, major robot stocks showed the following trends:

• Huerim Robotics: 10,200 won, down 2.30% from the previous day (trading volume exceeded 670,000 shares)
• Rainbow Robotics: 674,000 won, down 5.60%. It initially rose to 710,000 won during the session but reversed to a decline as selling pressure increased.
• Doosan Robotics: 133,900 won, down 15.20%. It recorded the steepest decline among robot stocks on this day, with trading volume surpassing 2.83 million shares, indicating expanded volatility.
• Robotis: 323,000 won, down 5.97%, reflecting the burden from the recent surge.

In addition, the overall robot-related stock sector could not avoid a downward trend, including Yujin Robot (-4.88%), Hyundai Movex (-4.57%), Robostar (-7.83%), and Neuromeca (-1.79%).

■ Jensen Huang's Visit and the Outlook for the Robot Industry The market generally interprets this decline not as a short-term trend reversal, but as a breathing period following the steep surge. In particular, the prevailing view is that NVIDIA CEO Jensen Huang's visit to South Korea will once again bring attention to the overall AI and robotics industries.

NVIDIA is expanding its business scope beyond AI semiconductors into humanoid robot development platforms and robot operating systems (OS), providing the core development environment for global robotics companies. Humanoid robots are evaluated as a key growth engine that will lead automation across various industries, including logistics, manufacturing, healthcare, and services.

The technological prowess of domestic companies is also being re-evaluated. Growth potential is being highlighted for companies in their respective fields, such as Rainbow Robotics (humanoid robots), Doosan Robotics (collaborative robots), Robotis (actuators and autonomous mobile robot platforms), and Huerim Robotics (industrial robots and smart factories).

The securities industry believes that the expansion of investment in AI data centers will eventually lead to growth in the robotics industry. They analyze that as a structure takes hold where AI acts as the 'brain' and robots perform the physical tasks, AI and robots will combine and operate as a single ecosystem.

A market insider analyzed, "Although volatility is expanding in the short term due to profit-taking, the mid-to-long-term growth story of AI and humanoid robots remains valid," adding, "Whether there is potential for collaboration with domestic robot companies after Jensen Huang's visit will also be a major focus."

[This article was written using AI. The information provided in this article is not intended to solicit investment. Investors are responsible for any losses incurred from stock investments, and it is advised to fully review relevant disclosures, corporate earnings, and market conditions before making investment decisions.]