# A-share AI narrative enters industry verification window; stocks with earnings beats worth watching

- Source: 36Kr Embodied Intelligence
- Published: 2026-10-23T00:26:56.000Z
- RoboHot: https://robohot.news/en/items/tqckz9dcgr5dc05rkqxspf13a
- Original: https://36kr.com/newsflashes/4037718838416264?f=rss

## Summary

Events including Nvidia's GTC Berlin conference and Tesla's Q3 earnings call converged in the same window, bringing multiple catalysts to the A-share AI supply chain; the Wind AI concept index has risen more than 2% cumulatively since October 19. Analysts believe Nvidia's system-level layout for AI factories and physical AI, combined with Tesla's commercialization progress on Robotaxi and humanoid robots, is expected to drive supporting segments such as liquid cooling, high-speed interconnect, and robot actuators. Whether the rally can shift from event-driven to fundamentals-driven still depends on order visibility and progress in delivering real-world use cases.