Mei Ri Jing Ji Xin Wen·2025-07-31 01:20Market Review - The Huaxia Sci-Tech AI ETF (589010) declined by 0.98% on July 30, remaining above the five-day moving average, indicating a technical digestion after previous gains [1] - The Optoelectronics sector led the decline with a drop of 7.71%, while Tianzhun Technology, Cambricon, and Star Ring Technology saw declines exceeding 3% [1] - The Robotics ETF (562500) fell by 1.44%, with a lackluster performance over the past week, suggesting potential left-side layout opportunities [1] - Dongjie Intelligent surged by 9.19%, while Zhongdali De led the decline with a drop of 9.32%, and several stocks like Dazhu Laser and Guomao shares fell over 3% [1] - Total trading volume exceeded 1.1 billion yuan, with a turnover rate of 6.91%, indicating a slight expansion in trading volume [1] Hot News - Microsoft's Q4 FY2025 earnings surpassed market expectations, with revenue reaching $76.44 billion, a year-on-year growth of 18%, marking the fastest growth in nearly three years [2] - The net profit increased from $22.04 billion in the same period last year to $27.23 billion [2] - The Intelligent Cloud segment, including Azure, reported a 26% year-on-year revenue growth to $29.9 billion [2] - Following the earnings report, Microsoft's stock surged by 8% in after-hours trading, approaching a market capitalization of $4.1 trillion [2] - Taotao Automotive and Yushu Technology signed a strategic cooperation agreement to explore new opportunities in the robotics industry [2] - Yuntian Lifa submitted a listing application to the Hong Kong Stock Exchange, focusing on AI-driven NPU chips for various application scenarios [2] Institutional Views - Dongfang Securities believes that the integration of AI features is driving the smart watch market towards higher-end products [2] - AI applications are gradually being implemented in smart watches, enhancing user interaction and health/sports monitoring capabilities [2] - In the children's smart watch sector, AI is expected to empower safety for children, indicating growth potential in high-end smart watch demand [2] Popular ETFs - The Robotics ETF (562500) is the only ETF in the market with a scale exceeding 100 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [3] - The Huaxia Sci-Tech AI ETF (589010) captures the "singularity moment" in the AI industry with a 20% fluctuation limit and small-cap elasticity [3]