Market Overview - The AI and robotics sectors experienced strong gains on May 12, 2025, with the Sci-Tech AI ETF Huaxia (589010) rising by 1.75%, led by a 19.99% increase in Zhongyou Technology, followed by Stone Technology and Lingyun Light [1] - The Robotics ETF (562500) saw a 2.87% increase, with TuoSiDa leading the charge at 20.01%, along with gains in Xinjie Electric and Keli'er [1] - The total trading volume reached 1.138 billion yuan, making it the most active ETF in its category [1] Key Developments - A joint statement from the high-level China-U.S. economic and trade talks was released, agreeing to significantly reduce bilateral tariff levels, with the U.S. canceling 91% of additional tariffs and China reciprocating with a similar reduction [2] - ByteDance's Seed team announced the technical details of their latest vector model Seed1.5-Embedding, achieving state-of-the-art results in both Chinese and English on the MTEB evaluation list, with API access to be opened soon [2] - Huawei and UBTECH signed a comprehensive cooperation agreement focusing on embodied intelligence and humanoid robotics, aiming to enhance efficiency and application in industrial and home settings [3] Institutional Insights - CITIC Securities noted that the robotics sector has rebounded after a month of volatility, driven by improved market liquidity and risk appetite, with ongoing high industry enthusiasm and expectations from Tesla orders [4] - The firm maintains that the industry trend and company fundamentals require further catalysts or expectation fulfillment, suggesting that the market may enter a verification phase amid fluctuations [4] Popular ETFs - The Robotics ETF (562500) is the largest robotics-themed ETF in the market, facilitating investor access to the Chinese robotics industry [5] - The Sci-Tech AI ETF Huaxia (589010) is described as the "brain" of robotics, with a 20% fluctuation range and the ability to capture pivotal moments in the AI industry [5]
华为优必选达成合作，中美联合声明释放积极信号