领益智造联手智元成立机器人公司；Meta豪掷超15亿美元建千兆瓦AI数据中心

Market Review - The Sci-Tech Innovation Artificial Intelligence ETF (589010) closed at 1.441 CNY, up 0.63%, showing a steady upward trend with a total trading volume of approximately 8.87 billion CNY, indicating active buying and good liquidity [1] - Among the constituent stocks, 26 increased while 4 decreased, with notable gains from companies like Obsidian Technology, Fudan Microelectronics, and Cambricon, each rising by 3%, highlighting strong performance in computing and AI chip sectors [1] - The Robot ETF (562500) rose by 2.38% to 1.033 CNY, continuing its strong rebound with a trading volume of 14.97 billion CNY, reflecting active market participation [1] - In the Robot ETF, 69 out of 73 constituent stocks increased, with significant gains from companies such as Southern Network Technology and Jiangsu Leili, each rising over 5% [1] Hot News - Lingyi Technology announced the establishment of Dongguan Lingzhi Innovation Robot Technology Co., with an 80% stake, focusing on the R&D and production of industrial robots and planning to expand into new materials, sensors, and battery technologies [2] - Meta Platforms Inc. is investing over 1.5 billion USD in a new 1 GW data center to support its AI initiatives, with total capital expenditures for the year expected to reach 72 billion USD, including AI-related infrastructure [2] - The Hong Kong Monetary Authority and Hong Kong Cyberport announced the second phase of the Generative AI sandbox, inviting 27 use cases from 20 banks and 14 tech partners out of over 60 proposals [2] Institutional Views - Dongwu Securities predicts that humanoid robots will become the best carriers for AI, potentially entering a significant industrial cycle over the next decade, with small-scale production expected to begin by 2025 and rapid industry chain expansion anticipated by 2026 [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion CNY, offering the best liquidity and comprehensive coverage of the Chinese robot industry [4] - The Sci-Tech Innovation Artificial Intelligence ETF (589010) is described as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range and flexibility in small and mid-cap stocks [4]