RoboChallenge基准测试开启真机实测时代!“全市场唯一两百亿规模”机器人ETF(562500) 早盘弱势震荡,行业龙头回调

Group 1 - The Robot ETF (562500) is experiencing a slight decline of 0.97%, remaining close to its opening price, with a trading volume of approximately 314 million shares and a turnover of 321 million yuan, indicating active trading but cautious market sentiment [1] - Among the 73 constituent stocks, 13 have risen while 59 have fallen, reflecting a bearish trend with industry leaders under pressure, suggesting ongoing expectations for short-term adjustments [1] - The RoboChallenge, a large-scale benchmark test for robots in real physical environments, has been launched, addressing challenges in performance validation and providing reliable evaluation standards for visual language action models (VLAs) in robotics [1] Group 2 - Nomura Orient Securities expresses optimism regarding investment opportunities in the Tesla humanoid robot supply chain, with key catalysts including the upcoming third-generation humanoid robot and expected mass production in 2026 [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investor access to the entire robotics supply chain [2]