SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-09-05 01:37Market Review - The market experienced a decline on September 4, with the Shanghai Composite Index falling by 1.25% to close at 3765.88 points, particularly affected by significant drops in technology stocks, including optical modules, optical chips, and optical communication indices [1] - The Huaxia Sci-Tech AI ETF (589010) dropped by 6.99%, with a total decline of 14.37% over the past five trading days, indicating a correction after the surge in July and August [1] - Major holdings in the ETF saw substantial declines, with Lingyun Optics leading at a drop of 14.61%, followed by Cambrian at 14.45%, and other companies like Lanke Technology and Aerospace Hongtu also experiencing declines exceeding 8% [1] - The Robot ETF (562500) fell by 3.80%, with notable declines in holdings such as Yuntian Lifei at 8.13% and Qinchuan Machine Tool at 7.99% [1] - Total trading volume reached 2.133 billion yuan, indicating active market participation, with the Robot ETF seeing net inflows for four out of the last five trading days, accumulating 856 million yuan [1] Hot News - Marc Benioff, founder of Salesforce, shared a video showcasing a prototype of Tesla's Optimus humanoid robot, which can be activated by voice commands and is designed to potentially replace human labor with salaries ranging from $200,000 to $500,000 [2] - According to CINNO Research, the sales of consumer-grade AI/AR glasses in China are projected to reach 262,000 units in the first half of 2025, marking a 73% year-on-year increase, with no-screen AI glasses being the main growth driver at a 463% increase [2] - CINNO Research forecasts that the shipment of AI/AR glasses in China will reach 900,000 units by 2025, representing a 133% year-on-year growth, with the industry expected to surpass 100 billion yuan in three years [2] Institutional Insights - DeepSeek is developing an advanced AI model aimed at competing with OpenAI, designed to execute multi-step tasks based on simple user commands and capable of self-improvement through learning from past operations [3] - According to Cinda Securities, humanoid robot technology is rapidly evolving, with a shift from diverse solutions to more centralized approaches, and the third-generation robot is expected to excel in coordination and complex task execution [3] - The Robot ETF (562500) is noted as the only fund exceeding 10 billion yuan in size, providing optimal liquidity and comprehensive coverage of the Chinese robotics industry [3] - The Huaxia Sci-Tech AI ETF (589010) is highlighted for its potential to capture significant moments in the AI industry, with a 20% fluctuation range and flexibility in small and mid-cap stocks [3]