SDMC (00901) climbed more than 7% in early trading on the Hong Kong Stock Exchange. As of the time of writing, the stock was up 4.12% at HK$69.45, with trading turnover reaching HK$3.87 million.

On the news front, the annual IBC event, a global showcase for the broadcast and media industry, recently took place in Amsterdam, Netherlands. SDMC centered its display around "cloud-edge collaborative intelligence, edge AI terminals, ecosystem partnerships, and frontier exploration in physical AI," comprehensively presenting its practical pathway for transforming AI innovation from foundational technical capabilities into deployable AI Home services.

This strong exhibition performance is not just a highlight reel; notably, it marks a significant strategic shift for SDMC as it accelerates its evolution from a traditional terminal product provider into a builder of a home Physical AI ecosystem with integrated "cloud-edge-device" capabilities. This transition is underscored by multi-dimensional breakthroughs in product commercialization, ecosystem positioning, and shifting perception within the capital markets.

It is worth highlighting that SDMC's selection for Google Cloud's "Lively Everything" proactive Physical AI acceleration program represents more than a simple technology alliance. The underlying rationale points to a strategic recognition by an industry titan of SDMC's strengths in "scenario deployment and engineering delivery capabilities." Over the past nine years, from being among the first globally to achieve Android TV certification and migrating XMediaTV cloud services to the cloud, to securing the world's first Google TV projector product certification, and now joining a core Physical AI acceleration initiative, SDMC's ecosystem development has not been a series of isolated wins. It constitutes a systematic closed loop that progresses from hardware terminals, and cloud platforms, to the productization of AI agents.