Physical AI's Final Winner? Hyundai Motor Picked by CES | Lee Jae-il, Eugene Investment & Securities Analyst

Summary

Lee Jae-il of Eugene Investment & Securities discusses why CES spotlighted Hyundai Motor Group's physical AI and robotics strategy, including Boston Dynamics' Atlas, a 2028 mass-production plan, and closer NVIDIA collaboration. He argues Hyundai and Kia can catch up in autonomous driving and that hybrids are currently their most profitable powertrain, supporting US share gains. He names Hyundai Motor and Hyundai Mobis as top picks, highlights Hyundai AutoEver's early AI-investment revenue, and sees Hyundai Glovis as a robot-logistics beneficiary. He also expects the EV sector to weaken near term while the Korean auto sector can lead the 2026 market.

• CES attention centered on Hyundai Motor Group's physical AI and Boston Dynamics Atlas robot.
• Hyundai presented a concrete robot mass-production plan from 2028 and full-process deployment by 2030.
• NVIDIA's Drive/Alpha Mayo and Omniverse simulation may help Hyundai and Kia catch up in autonomous driving.
• Hybrids are now Hyundai/Kia's most profitable powertrain and support US market-share gains.
• The speaker names Hyundai Motor and Hyundai Mobis as top picks, with Hyundai AutoEver as an early AI-revenue play.
• Hyundai Glovis is framed as a potential robot-logistics beneficiary beyond its Boston Dynamics stake.
• Near-term EV demand is expected to worsen due to regulatory rollback and China's cost advantage.
• The Korean auto sector is seen as capable of leading the 2026 market alongside semiconductors.