机器人产业指数高开高走涨超4%，机器人ETF易方达（159530）全天获超3.3亿份净申购

Group 1 - The core concept of humanoid robots and embodied intelligence has gained significant attention, leading to a strong performance in related sectors, with the National Robot Industry Index rising by 4.4% [1] - The ETF for robots, E Fund (159530), saw a net subscription of over 330 million units throughout the day, marking a continuous inflow of funds for six days, totaling nearly 2.4 billion yuan, with a latest scale of approximately 9.3 billion yuan, reaching a historical high [1] - Tesla announced at the recent All-In Summit that its Optimus V3 is nearing finalization, with plans for mass production in 2026 and a target of 1 million units to be shipped within five years [1] Group 2 - The CSI Intelligent Electric Vehicle Index, which focuses on smart electric vehicles, is expected to become a representative direction for embodied intelligence, covering various segments of the industry chain including power systems, perception systems, decision-making systems, execution systems, communication systems, and vehicle production [4] - The CSI Consumer Electronics Theme Index, which tracks AI hardware, is currently the main category of smart terminal products, consisting of stocks from companies involved in component production and complete product design and manufacturing [6]