AI与机器人盘前速递丨全球首家机器人6S店在深圳开业；小米首款AI眼镜三年内目标年出货量超五百万！

Market Review - The Huaxia Sci-Tech AI ETF (589010) closed up 0.09% on July 28, recovering from an initial dip and showing overall consolidation around the zero axis. The constituent stocks had mixed performance, with Daotong Technology leading at a 3.09% increase, while Weisheng Information and Xinghuan Technology fell over 3% [1] - The Robot ETF (562500) rose 0.11%, exhibiting a zigzag pattern during the day, with a total trading volume of 775 million yuan and a turnover rate of 4.79%. The ETF's latest share count is 17.983 billion, making it the largest among comparable funds, with a total scale of 16.169 billion yuan, significantly surpassing other similar funds [1] Hot News - A new robot 6S store opened in Longgang District, Shenzhen, introducing a "six-in-one" service model that includes sales, spare parts, service, feedback, leasing, and customization, facilitating the transition of robots from labs to market [2] - Xiaomi's first AI glasses, launched in late June, quickly sold out. The project, approved by Xiaomi's chairman Lei Jun, aims for annual shipments to exceed 5 million units within three years, targeting the 700 million people in China with myopia [2] - Microsoft announced a new experimental feature in its Edge browser called Copilot mode, which integrates AI to enhance user experience by predicting user intent and improving search and operational efficiency [2] Institutional Views - Hualong Securities believes a new round of multimodal model competition is likely to begin, with "open-source + extreme reasoning efficiency" becoming a key trend in the iteration of domestic large models, potentially accelerating the prosperity of AI applications in China and amplifying the elasticity of domestic AI chip shipments [3] - The Robot ETF (562500) is noted as the only fund in the market with a scale exceeding 100 billion, offering the best liquidity and comprehensive coverage of the Chinese robotics industry, enabling investors to easily invest in the sector [3] - The Huaxia Sci-Tech AI ETF (589010) is described as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and small-cap elasticity [3]