Mei Ri Jing Ji Xin Wen·2025-07-04 01:34Market Overview - On July 3, 2025, the Sci-Tech AI ETF Huaxia (589010) closed flat, with mixed performance among its holdings. Daotong Technology led with a gain of 5.50%, while Chipone Technology fell by 5.13. The Robot ETF (562500) rose by 0.48%, with Oatmeal Technology leading at 5.55% [1] Key Developments - On July 2, Baidu launched its self-developed video generation model "MuseSteamer" and the accompanying platform "HuiXiang," entering the AI video generation sector. The model aims to lower the barriers for professional content creation and is expected to be used primarily for advertising and content deployment [2] - CoreWeave announced on July 3 that it has received the first AI server system based on NVIDIA's latest technology, marking a significant milestone in the market [2] - The CMG World Robot Skills Competition will host its first live broadcast of a robotic dog challenge on July 6, featuring the "Black Panther 2.0" [2] Institutional Insights - CICC believes that the current actuator transmission solutions for humanoid robots have not fully converged. As technology evolves and scales up, there is significant cost reduction potential for hardware, which will facilitate mass production of humanoid robots. The firm suggests focusing on new process iterations and companies with multiple competitive advantages [3] Popular ETFs - The Robot ETF (562500) is the only fund in the market with over 100 billion in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Sci-Tech AI ETF Huaxia (589010) is described as the "brain" of robotics, with a 20% fluctuation range and small to mid-cap elasticity, aimed at capturing the "singularity moment" in the AI industry [4]