进一步统计，近3个月内该股累计发生19笔大宗交易，合计成交金额为6527.07万元。该股近5个交易日 累计上涨38.10%，主力资金合计净流出8922.34万元。 责任编辑：小浪快报 第1笔成交价格为70.00元，成交3.00万股，成交金额210.00万元，溢价率为-20.00%，买方营业部为机构 专用，卖方营业部为第一创业证券股份有限公司深圳金田路证券营业部。 第2笔成交价格为70.00元，成交4.30万股，成交金额301.00万元，溢价率为-20.00%，买方营业部为东吴 证券股份有限公司海宁海州西路证券营业部，卖方营业部为第一创业证券股份有限公司深圳金田路证券 营业部。 第3笔成交价格为70.00元，成交14.30万股，成交金额1,001.00万元，溢价率为-20.00%，买方营业部为华 泰证券股份有限公司北京分公司，卖方营业部为第一创业证券股份有限公司深圳金田路证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 8月25日，云天励飞收涨10.63%，收盘价为87.50元，发生3笔大宗交易，合计成交量21.6万股，成交金 额1512万元。 ...

| 交易日期 | 豆瓣圆修 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-25 | 云天窗飞 | 688343 | 70 | 1001 | 14.3 | 华泰适劳服份有限 公司北京分公司 | 第一创业证券股份 有限公司深圳金田 | Na | | | | | | | | | 超过存留非微 | | | 2025-08-25 | 云天励飞 | 688343 | 70 | 301 | 4.3 | 东奥证券股份有限 公司海宁海州西路 | 第一创业证券股份 有限公司深圳金田 | KA | | | | | | | | 还有含非常 | 路还有宫花题 | | | 2025-08-25 | 云天励飞 | 688343 | 70 | 210 | 3 | 机构专用 | 第一创业证券股份 有限公司深圳金田 | KO | | | | | | | | | 路证券器非监 | | 8月25日，云天励飞大宗交易成交21.6万股，成交额15 ...

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech AI ETF (589010), which has risen by 1.38%, reflecting a market style switch and maintaining a strong upward trend with resilience [1] - The ETF's holdings include significant gains from stocks such as Aerospace Hongtu, which hit a 20% limit up, Yuntian Lifei up 10.57%, Optics Valley up 7.14%, and Aobo Zhongguang up 6.36% [1] - The trading volume during the session exceeded 75 million yuan, indicating a vibrant market with trading activity far surpassing the usual levels [1] Group 2 - Guojin Securities notes that the domestic computing power chain is experiencing multiple favorable conditions, with accelerated iterations in overseas optical communication solutions [2] - The introduction of DeepSeek V3.1 utilizing UE8M0 FP8 compatible with domestic chips and the halt of H20 by Nvidia suggests a significant expansion in the domestic computing power chain [2] - The Huaxia Sci-Tech AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 9.41%, with a transaction volume of 53.78 million yuan [3] - As of August 22, the Robot ETF has seen a net value increase of 83.61% over the past year, ranking 341 out of 2971 index equity funds, placing it in the top 11.48% [3] - Since its inception, the Robot ETF has recorded a highest single-month return of 25.78%, with the longest consecutive monthly gains being 3 months and a maximum increase of 37.12%, averaging a monthly return of 8.93% during rising months [3] Group 2: Top Holdings - As of July 31, 2025, the top ten weighted stocks in the CSI Robot Index include Keda Xunfei, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 3: Industry Catalysts - Recent developments in humanoid robots include Nvidia's upcoming release of the "Robot New Brain" product on August 25, in collaboration with Foxconn to create humanoid robots, with a planned launch in November [5] - Zhiyuan Robotics has introduced the Lingchuang platform, significantly reducing the difficulty of motion choreography, while Boston Dynamics' humanoid robots have begun to operate autonomously [5] - TianTai Robotics has signed a global order for 10,000 embodied intelligent humanoid robots, scheduled for delivery by the end of 2026, targeting home care [5] - Tesla's Gen3 is expected to be finalized between October and November, with a shareholder meeting likely to showcase it, aiming for orders in Q4 2025 and mass production in early 2026, with a target of 1 million units by 2030 [5] Group 4: Market Outlook - The institution believes that 2025-2026 will be a year of mass production for both domestic and international markets, expressing a positive outlook on the humanoid sector, particularly on the supply chain of T-chain suppliers and leading humanoid core suppliers [6]

Group 1 - The core viewpoint of the news highlights the active trading and positive performance of the Robot ETF (159770), which has seen significant inflows and a rise in its net asset value, reaching a historical high of 75.77 billion yuan [2] - The Robot ETF closely tracks the CSI Robot Index, with major holdings in companies such as Huichuan Technology, iFlytek, and Stone Technology, indicating a strong focus on the robotics sector [2] - The emergence of full-size humanoid robot competitions in China is expected to drive technological validation and application breakthroughs in various real-world scenarios, particularly in industrial and household services [2] Group 2 - The development of general-purpose robotic models is being accelerated by the emergence of AI companies like DeepSeek, leading to a significant trend in the commercialization of humanoid robots [3] - Investment focus in the humanoid robot sector should be on three main areas: technological breakthroughs, application scenarios, and global layout, which will reshape the competitive landscape [3] - The humanoid robot industry is expected to exhibit characteristics of hardware standardization, software intelligence, and fragmented application scenarios in the future [3]

Core Insights - The China Securities Artificial Intelligence Industry Index (931071) has shown a strong performance, rising 4.28% as of August 25, 2025, with notable gains in constituent stocks such as Zhongji Xuchuang (300308) up 12.12% and Yuntian Lifei (688343) up 10.01% [1][4] - The Artificial Intelligence ETF (515980) has also performed well, increasing by 3.50% and achieving a cumulative rise of 14.76% over the past week [1][3] Market Activity - The Artificial Intelligence ETF has a turnover rate of 10.49% with a half-day trading volume of 433 million yuan, indicating active market participation [3] - The ETF's latest scale reached 3.945 billion yuan, marking a new high since its inception, with a net inflow of 249 million yuan over the past four days [3][4] Index Performance - Over the past ten trading days, the China Securities Artificial Intelligence Industry Index has increased by 27.34%, outperforming similar indices such as the CS Artificial Intelligence Theme Index (24.22%) and the Sci-Tech Innovation AI Index (23.95%) [4] - The index is designed to comprehensively and balancedly track 50 stocks with high AI revenue and growth potential, focusing on both infrastructure and application layers [3][4] Investment Opportunities - The current low penetration rate of AI large models suggests significant growth potential in the industry, with capital expenditures expected to rise alongside revenue growth from these models [4] - The index has been upgraded to allow for quarterly adjustments, enabling quicker incorporation of companies benefiting from AI technology and better assessment of relative industry trends [7]

截至2025年8月25日 10:55，科创综指ETF鹏华(589680)上涨2.95%，成分股开普云(688228)上涨20.00%， 航天宏图(688066)上涨20.00%，德科立(688205)上涨14.57%，云天励飞(688343)，海光信息(688041)等个 股跟涨。 浙商证券指出，自2024年9月24日以来，本轮AI主线引领的牛市中，科创板是引领板块。类似于，2013 年至2015年互联网主线引领的牛市中，创业板是引领板块。在这长达2年半的牛市运行中，主要划分为 三阶段，分别是，预期反转驱动、产业景气驱动、资金情绪驱动。其中，产业基本面驱动是主升段，是 牛市主要上涨阶段。 数据显示，截至2025年7月31日，上证科创板综合指数(000680)前十大权重股分别为海光信息(688041)、 寒武纪(688256)、中芯国际(688981)、金山办公(688111)、中微公司(688012)、百利天恒(688506)、联影 医疗(688271)、澜起科技(688008)、传音控股(688036)、华润微(688396)，前十大权重股合计占比 20.97%。 科创综指ETF(589680)，场外联接A ...

Group 1 - The core viewpoint highlights the significant performance of major indices such as the Sci-Tech 50 and the strong rise in sectors like communication, non-ferrous metals, and electronics, with AI computing and related concepts experiencing notable gains [1] - The cloud computing 50 ETF (516630) saw an increase of over 3%, with top holdings like Yuntian Lifei and Zhongke Shuguang hitting the daily limit [1] - The DeepSeek-V3.1 model has achieved breakthroughs in multiple dimensions, optimizing efficiency and reducing deployment costs, while its compatibility with domestic chips enhances stability and efficiency [1] Group 2 - The cloud computing 50 ETF (516630) tracks an index with a high AI computing content, covering popular concepts such as optical modules, computing leasing, data centers, and AI servers [2] - The ETF is noted for having the lowest total fee rate among those tracking the cloud computing index [2]

Group 1 - The A-share market indices collectively rose on August 25, with the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index increasing by 3.68% [1] - The related ETF, the Sci-Tech Innovation Board Artificial Intelligence ETF, saw a rise of 3.58%, with a turnover rate exceeding 6.5% and a transaction volume surpassing 85 million yuan [1] - The top-performing 20 equity funds over the last three months are all from the AI computing power sector, achieving returns over 70%, with the highest return reaching 111% [1] Group 2 - The consumer electronics sector is expected to continue its recovery from 2025, driven by advancements in AI technology, which will maintain high demand for AI infrastructure [2] - The global AI industry is entering a phase of rapid development, with market size projected to grow from $1.917 trillion in 2019 to $4.7327 trillion in 2023, and expected to exceed $11.6 trillion by 2027 [2] - China's AI industry is forecasted to maintain a compound annual growth rate of 32.1% from 2025 to 2029, with market size expected to surpass 1 trillion yuan by 2029, driven by large models, embodied intelligence, and intelligent driving [2]

Group 1 - Zhongke Shuguang, Kede Education, and Kaipu Cloud reached the daily limit increase, indicating strong market performance [1] - Yuntian Lifa, Dekeli, Pinggao Shares, and Xiechuang Data saw increases of over 10%, reflecting positive investor sentiment [1] - Hanwujing opened over 6% higher, surpassing 1300 yuan, setting a new historical high with a market capitalization exceeding 550 billion yuan [1]