Mei Ri Jing Ji Xin Wen·2025-10-29 01:09Market Review - The Huaxia AI ETF (589010) experienced a decline of 0.54%, closing at 1.482 yuan, with fluctuations between 1.470 yuan and 1.502 yuan throughout the day [1] - The trading volume was approximately 115 million yuan, indicating active market participation [1] - Among the holdings, 14 stocks rose while 16 fell, showing significant structural differentiation, with key AI application and chip stocks like Kingsoft Office and Fuxin Software rising between 3% and 6% [1] - The Robot ETF (562500) slightly decreased by 0.10%, performing better than the Shanghai Composite Index (-0.22%) and the CSI Robot Index (-0.23%) [1] - The trading volume for the Robot ETF was around 1.135 billion yuan, with 32 out of 73 component stocks rising and 41 falling, indicating notable individual stock volatility [1] Hot News - NVIDIA CEO Jensen Huang stated at the GTC conference that the world is facing a labor shortage, and robots will represent a significant opportunity in consumer electronics, emphasizing that jobs are not being taken by robots but by those who can use AI [1] - ZhiYuan Robotics announced a strategic partnership with Longqi Technology to collaborate on the application of embodied intelligent robots in industrial scenarios [1] Institutional Views - CITIC Securities noted that financing activities in the humanoid robot industry chain are diversifying, with several companies completing significant funding rounds, including Xense Robotics and Future Intelligence, each securing over 100 million yuan [2] - The report highlighted that capital is increasingly supporting the innovation across the entire chain of robot technology, from core components to practical applications [2]