Group 1 - The core viewpoint is that the industrial internet theme index and related stocks are experiencing positive growth, driven by supportive policies for the artificial intelligence industry, particularly in the field of embodied intelligence [1][2] - The index has seen a rise of 0.13% as of August 12, 2025, with notable increases in stocks such as Desay SV Automotive (6.78%) and Industrial Fulian (5.91%) [1] - Multiple regions have introduced policies to promote the development of the artificial intelligence industry, including specific plans for embodied intelligence in Beijing and Shanghai [1][2] Group 2 - Citic Securities predicts that 2025 will mark the year of mass production for embodied intelligent robots, indicating a significant integration of AI with the physical world [2] - The embodied intelligent robots are expected to drive a new wave of industrial revolution, with various stakeholders including governments and tech giants actively participating [2] - The top ten weighted stocks in the industrial internet theme index account for 46.55% of the index, highlighting the concentration of investment in key players like Industrial Fulian and CATL [3]
多地密集出台政策支持人工智能产业,工业互联ETF(159778)多股飘红
Xin Lang Cai Jing·2025-08-12 03:19