Group 1 - The A-share major indices experienced fluctuations and a decline in the robotics sector, with the CSI Robotics Index dropping over 2% as of the report, indicating a mixed performance among constituent stocks [1] - The popular ETF, Robotics ETF (159770), continued to weaken, down 2.40% with a trading volume of 1.23 billion yuan, leading in turnover among similar products in the Shenzhen market [1] - Recent data shows that the Robotics ETF (159770) has seen significant capital inflow, with a net inflow of nearly 600 million yuan over the past 10 days, making it the top product in its category [1] Group 2 - Since mid-April, the robotics sector has been a popular investment target, with private equity firms showing high enthusiasm despite differing views on the maturity and commercialization of humanoid robots [2] - According to Guosen Securities, the humanoid robotics industry is expected to accelerate its development due to ongoing investments from major players like Figure, ZhiYuan, Huawei, Yushu, and Xiaomi, with 2025 anticipated as a pivotal year for industry growth [2] - Key investment focuses for private equity include core components, AI large model empowerment, and practical applications in various scenarios [2]
近一年超额收益率居同标的产品第一的机器人ETF(159770)跌超2%,近10日获近6亿资金“加仓”