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国行版苹果AI或将上线,韩国对涉华工业机器人启动反倾销

Market Overview - The AI and robotics sector continued to rise on May 6, 2025, with the Huaxia AI ETF (589010) increasing by 1.43%, led by stocks such as Chipsea Technology and Youfang Technology, both rising over 10% [1] - The Robotics ETF (562500) saw a 2.33% increase, with Xinjie Electric (603416) leading the gains at 10%, followed by Haimeixing and Hongxun Technology (603015) [1] - The trading volume for the day reached 9.83 billion yuan, making it the most active ETF in its category [1] Key News Highlights - Nvidia's CEO Jensen Huang stated that the Chinese AI chip market could reach $50 billion in the coming years, emphasizing the importance of U.S. companies gaining access to this market [2] - The Korea Trade Commission announced an anti-dumping investigation into industrial robots from China and Japan, with the investigation period set from January 1, 2024, to December 31, 2024 [2] - Apple is expected to enable certain AI features in iOS 18.6 in mainland China, supported by Alibaba and Baidu, with Baidu's Wenxin Yiyan model serving as the core cloud intelligence engine [2] Institutional Insights - CITIC Securities highlighted that recent disclosures of 2024 annual reports and 2025 Q1 reports from listed companies show strong performance in the AI computing power industry chain, confirming the sector's sustained high prosperity [3] - The surge in global demand for AI model training and inference is accelerating investments in computing infrastructure, leading to full orders for companies in servers, optical modules, and data centers, significantly enhancing profitability [3] Popular ETFs - The Robotics ETF (562500) is the largest robot-themed ETF in the market, facilitating investors' access to the Chinese robotics industry [4] - The Huaxia AI ETF (589010) is described as the "brain" of robotics, with a 20% fluctuation range and the ability to capture the "singularity moment" in the AI industry [5]