A股机器人与AI算力板块表现佳

Group 1 - The market experienced a slight increase, with active performances in the robotics, AI computing power, and innovative pharmaceuticals sectors [1][2] - The robotics sector received two significant boosts: Zhiyuan Robotics acquired equity in Shangwei New Materials, potentially becoming the first domestic robotics complete machine listed company; China Mobile announced a bipedal robot procurement project, with Zhiyuan receiving an order worth 78 million and Yushu receiving an order worth 46 million [1][2] - Domestic robotics exhibit diverse forms, and while overall innovation may not match Tesla, applications in niche areas have begun to materialize [1] Group 2 - In the AI computing power sector, Nvidia's market capitalization reached 4 trillion USD, with strong performances from Microsoft, Broadcom, and TSMC [1] - Key players in the overseas AI computing power supply chain include Zhongji Xuchuang, while domestic players include Shennan Circuit [1] - The report also highlighted various recommended products, emphasizing the importance of independent decision-making in investments [1]