SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-09-04 01:16Market Overview - The market experienced significant fluctuations with the Shanghai Composite Index falling by 1.16% to close at 3813.56 points, briefly dipping below 3800 points [1] - The Huaxia AI ETF (589010) declined by 2.48%, indicating a struggle to maintain upward momentum despite being above the 20-day moving average [1] - The total trading volume reached 1.971 billion, with substantial capital inflow into the Robot ETF, which saw a net inflow of 116 million in a single day and over 1.39 billion in the last five trading days [1] Key Developments - UBTECH, referred to as the "first humanoid robot stock," secured a procurement contract worth 250 million from a well-known domestic company, setting a new record for the largest order in the global humanoid robot sector [2] - Apple plans to introduce AI-based web search functionality for Siri, aiming to enhance its competitiveness against OpenAI, with a launch expected next year [2] - The global smart home cleaning robot market saw shipments of 15.352 million units in the first half of the year, reflecting a 33% year-on-year growth, with lawn mowers experiencing a remarkable 327.2% increase in shipments [2] Institutional Insights - Huachuang Securities highlighted the rapid growth in demand for AI infrastructure, particularly in AI servers and switches, as new AI models like GPT-5 are released [3] - The AI terminal market is entering a "golden period" with increased demand for SoC components driven by the rise of AI applications in various sectors such as smart glasses and industrial robots [3] Popular ETFs - The Robot ETF (562500) is noted for being the only fund with over 10 billion in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [3] - The Huaxia AI ETF (589010) is characterized by its 20% price fluctuation range and potential for capturing significant moments in the AI industry [3]