AI与机器人盘前速递丨均胜机器人与阿里云合作研发智能机器人；华为云算力规模同比增长近250%！

Market Review - The market experienced a "V" rebound on August 28, with the Shanghai Composite Index rising by 1.14% after initially dropping over 1% [1] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) surged by 6.44%, with a five-day increase of 20.53% and a twenty-day increase of 38.06%, indicating significant "profitability" for investors [1] - The majority of component stocks were in the green, with Qi An Xin leading at 18.00% and the largest weight stock, Cambricon, soaring by 15.73% to close at 1587.91 yuan, becoming the top stock in A-shares [1] - The Robot ETF (562500) rose by 1.39%, showing strong rebound resilience, with leading stocks like OptoTech up by 12.44% and Hai Moxing up by 11.60% [1] - Total trading volume reached 2.38 billion yuan, with a turnover rate of 14.78%, indicating a significant influx of capital with a net inflow of 348 million yuan [1] Hot News - Junsheng Electronics' subsidiary, Ningbo Junsheng, has partnered with Alibaba Cloud to develop intelligent robots with cognitive, decision-making, and interaction capabilities for various applications [2] - Huawei Cloud's overall computing power has increased by nearly 250% year-on-year, with the number of customers using Ascend AI cloud services rising from 321 to 1714 [2] - Microsoft AI division launched its first two self-developed AI models, MAI-Voice-1 and MAI-1-preview, showcasing advancements in voice generation and future functionalities [2] Institutional Views - Huatai Securities highlights that "AI+" is driving unprecedented changes, particularly in consumer and smart hardware sectors, with the implementation of policies accelerating industry development [3] - Two investment themes are identified: 1) "AI+" hardware focusing on AI glasses, robotic vacuums, panoramic cameras, NAS, and 3C accessories; 2) "AI+" infrastructure driven by the growing demand for AI [3] - The Robot ETF (562500) is noted as the only fund exceeding 10 billion yuan in scale, providing optimal liquidity and comprehensive coverage of the Chinese robotics industry [3] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is positioned as the brain of robotics, with Cambricon as the largest weight stock, capturing the "singularity moment" in the AI industry [3]