CNBC's The China Connection newsletter: China ships more humanoid robots than the U.S. as investors diverge on AI bets

China has surpassed the U.S. in shipments of humanoid robots, highlighting its accelerating advancements in robotics and AI hardware, according to CNBC's The China Connection newsletter. This shift reflects diverging global investor sentiment on AI, with capital increasingly flowing toward Chinese industrial automation and robotics supply chains due to favorable policy support and scale advantages. The trend strengthens exposure in Chinese technology equities and semiconductor suppliers, while pressuring U.S. robotics firms facing higher production costs and slower deployment rates. A key catalyst to watch is China’s upcoming industrial robot adoption data from the National Bureau of Statistics, which could signal further divergence in AI-driven manufacturing competitiveness.

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