AI与机器人盘前速递丨优必选与卓世科技计划联合部署1万台机器人，优地机器人在港交所发行上市计划获证监会备案

Market Review - The Huaxia Sci-Tech AI ETF (589010) experienced a decline of 1.68%, closing at 1.346 yuan, amidst significant stock differentiation, with Zhongke Xingtai and Jingchen Co. showing resilience while major stocks like Chipone and Cambricon faced controlled declines [1] - The ETF saw strong capital inflow, attracting nearly 200 million yuan in a single day and over 300 million yuan in net inflows over three trading days, indicating active capital repositioning during the adjustment period [1] - The Robot ETF (562500) fell by 1.46%, with a trading volume exceeding 812 million yuan, maintaining high trading activity despite the market adjustment [1] Key News - UBTECH announced a strategic cooperation framework agreement with Zhaosheng Technology, focusing on "industry models + embodied intelligence" to promote the deployment of humanoid robots and industry large models, aiming for 10,000 robot deployments and several billion yuan in commercial orders over the next five years [2] - The China Securities Regulatory Commission issued a notice regarding the overseas issuance and domestic full circulation of shares for Yudi Robotics (Wuxi) Co., Ltd., proposing to issue up to 73.6 million overseas listed ordinary shares [2] - Amazon's cloud division launched its latest AI chip, Trainium3, which aims to provide cost-effective and efficient computing power for AI models, although it lacks the extensive software library that supports Nvidia's GPUs [2] Institutional Insights - Minsheng Securities highlighted the potential for valuation reconstruction among leading automotive robotics manufacturers, noting that Figure AI's valuation reached 39 billion USD after its C round financing, with a target valuation of at least 10 billion USD for 1X [3] - The Robot ETF (562500) is recognized as the only ETF in the market with a scale exceeding 20 billion, offering the best liquidity and comprehensive coverage of the Chinese robotics industry chain [3] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range and small to mid-cap elasticity [3]