China A-share robotics and physical AI stocks rebound; Zhenghe Industry, Fule New Materials hit limit up

The rebound in Chinese-listed robotics and physical AI names, with two stocks locking limit up, suggests speculative appetite for the physical AI theme remains intact even after an early dip — a sign that domestic sentiment, not fundamentals, is driving these moves. Because the names cited are small-cap concept plays rather than sector bellwethers, the breadth of participation matters more than any single gainer. Whether the buying broadens beyond limit-up outliers or fades into another intraday bounce is the open question.