Workflow
AI与机器人盘前速递丨DeepSeek线上模型版本升级;宇树预热新款人形机器人

Market Overview - The AI and robotics sectors continued their upward trend, achieving a "three consecutive days" gain, with the Huaxia Sci-Tech AI ETF (589010) closing up 0.98%, reaching a peak intraday increase of 2.62 [1] - The Robotics ETF (562500) rose by 0.71%, experiencing significant intraday volatility with a maximum fluctuation of 3.67% [1] - Total trading volume reached 2.022 billion yuan, indicating robust market activity and sustained liquidity [1] - The latest scale of the Robotics ETF reached 17.35 billion yuan, setting a new record and significantly surpassing comparable funds [1] Key Developments - DeepSeek announced an upgrade to its online model version V3.1, featuring a longer context window and readiness for testing [2] - Yushu Technology teased a new humanoid robot with a height of 1.8 meters and 31 degrees of freedom, suggesting advanced agility and elegance [2] - Shanghai's new implementation plan aims to accelerate "AI + manufacturing" development, targeting 3,000 manufacturing companies for smart applications over three years [2] Institutional Insights - Guojin Securities expressed optimism regarding the domestic advantages in AI applications, particularly in the integration of software and hardware, with positive growth expected in the second half of the year [3] Popular ETFs - The Robotics ETF (562500) is noted as the only fund exceeding 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of China's robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) is characterized as the "brain" of robotics, with a 20% fluctuation range and potential for capturing significant moments in the AI industry [4]