HSBC analysts warn that the recent surge in humanoid robot shipments may be illusionary and unlikely to be sustained without significant improvements in AI model capabilities. They note that key makers are guiding for higher shipments, but view this as a potential signal of false demand rather than real growth.\n\nBarclays analysts highlight Tencent’s early lead in the enterprise AI agent space, citing its WeChat ecosystem as a platform that could support a near‑general‑purpose consumer AI agent. However, they caution that Tencent’s AI progress will likely only increase costs in the near term without immediate financial upside.\n\nMirae Asset Securities analyst Young-gun Kim sees SK Hynix’s recent share price pullback as an attractive buying opportunity, maintaining a buy rating and a target price of 4,200,000 won despite a 12% cut to its 2Q operating profit forecast.

SK Hynix shares are down 9.0% at 1,894,000 won, while memory spot prices continue to strengthen and backlog growth remains steady.