As President Lee Jae-myung put artificial intelligence (AI) at the center of the agenda at the UN General Assembly held in New York, robot stocks in the domestic market are showing sharply divergent movements by individual stock.

[Nine Mentions of 'AI' on the UN Stage]

In his keynote speech at the 81st UN General Assembly on the 22nd (local time), President Lee presented a new vision, including a 'Global AI Basic Society.' He mentioned 'artificial intelligence' or 'AI' about nine times in the speech, highlighting AI as a core agenda that the international community must address together. He emphasized linking AI's technological development not merely to industrial growth, but to solving shared challenges of the international community.

The presidential office had announced in advance that through this UN General Assembly, it planned to discuss South Korea's contributions to solving global problems as well as practical cooperation in energy, semiconductors, and science and technology. With President Lee also engaging in summit diplomacy with President Trump around the UN General Assembly schedule, attention is focused on the direction of AI and advanced industry policies.

[Policy Direction Extending to Physical AI and the Robot Industry]

President Lee has previously taken steps at home connecting AI with the robot industry. The presidential office stated that regarding Hyundai Motor Group's investment in Saemangeum, the construction of a robot manufacturing plant and an AI data center would serve as a new leap forward for Korea's AI and robot industries.

The government's emphasis on the physical AI field is also a point of note for the robot industry. According to a briefing released by the presidential office in July, Hyundai Motor Group and NVIDIA agreed to jointly build a 'robot reference platform' to support the development and validation of AI robots.

[Robot Stocks Split Between Gainers and Laggards... Wonik Holdings Up 8.68%]

During trading on the 23rd, robot stocks showed differentiation by stock rather than moving uniformly in the same direction. Wonik Holdings rose 8.68% to 28,800 won, up 2,300 won from the previous session, while Zeus traded 13.00% higher at 12,600 won. TiRobotics also climbed 8.30% to 14,230 won.

In contrast, large-cap robot stocks remained relatively calm. Rainbow Robotics fell 0.34% to 436,500 won, and Doosan Robotics declined 0.99% to 70,300 won. Huneed Robotics edged up 0.31% to 6,420 won in slightly positive territory, while Robotis also gained 0.33% to 301,000 won.

Accordingly, it is numerically accurate to view the day's robot stock movements not as a uniform rally driven by AI policy expectations, but as a differentiated market in which buying is concentrated in select stocks. With AI emerging as a major agenda on the UN stage, whether the government's follow-up policies on physical AI and the robot industry will be concretized is also a variable to watch.

[Stock prices may fluctuate during trading. This article is not a recommendation to invest in any particular stock, and the final judgment on investments and the responsibility thereof rests with the investor. This article was written based on publicly available materials, with AI providing some assistance in the writing process.]