Ge Long Hui·2025-09-17 02:29Group 1: Semiconductor Industry - The semiconductor industry is experiencing a strong rally, with SMIC's stock price surging nearly 10% to a historical high, surpassing 120 yuan [1] - Reports indicate that SMIC is testing China's first domestically produced DUV lithography machine using immersion technology, similar to that used by ASML [1] - Nvidia's latest AI chip, RTX6000D, tailored for the Chinese market, has not gained traction among major companies [1] - Tencent's CEO of Cloud and Smart Industries, Tang Daosheng, announced collaborations with multiple chip manufacturers for humanoid robots [1] Group 2: Robotics Sector - The "double hundred" robotics ETF continues to perform well, rising 1.85% after reaching a historical high, with a year-to-date net inflow of 11.833 billion yuan and a latest scale of 19.898 billion yuan [2] - Key stocks in the robotics ETF include leaders in industrial robots, harmonic reducers, and service robots [2] Group 3: Investment Opportunities - The Sci-Tech Semiconductor ETF (588170) increased by 2.64%, with constituent stocks covering etching equipment, thin film deposition equipment, CMP equipment, 300mm silicon wafers, and silicon carbide substrates [1]