Mei Ri Jing Ji Xin Wen·2025-09-18 01:17Market Overview - The market experienced an upward trend on September 17, with the robot concept stocks remaining strong, as the Robot ETF (562500) rose by 1.58%, achieving a "three consecutive days" increase [1] - The total trading volume reached 2.635 billion, with significant capital inflow into the robot sector, as the Robot ETF attracted 501 million in a single day and a total of 1.729 billion over the last five trading days [1] - The Robot ETF's latest scale reached 20.75 billion, marking it as the only robot ETF in the market exceeding 20 billion, establishing it as a "battleship" in the sector [1] Key Events - Huawei's annual flagship event, the Huawei Connect 2025, is scheduled for September 18-20, 2025, in Shanghai, focusing on "leaping industry intelligence" and introducing new digital infrastructure products and solutions [2] - On September 17, Hello announced that its Robotaxi business received strategic investment from Alibaba Group [3] - On the same day, iFlytek launched a multi-language AI model base and products for the ASEAN region, signing partnerships with countries like Laos, Malaysia, and Thailand [3] Institutional Insights - According to Minsheng Securities, the Huawei Connect 2025 will feature over 300 keynote speeches and a 22,000 square meter intelligent exhibition area, indicating a strong push for domestic AI infrastructure from both software and hardware perspectives [4] - The report suggests that leading companies in Huawei's supply chain are likely to benefit, with a focus on the Hongmeng operating system and Ascend industry chain [4] Popular ETFs - The Robot ETF (562500) is highlighted as the only ETF in the market with a scale exceeding 20 billion, providing investors with a comprehensive exposure to the Chinese robot industry [5] - The Sci-Tech AI ETF (589010) is described as the "brain" of robotics, offering a 20% fluctuation range and capturing the "singularity moment" in the AI industry [5]