ETF日报：从国产算力的角度而言，中国是全球第二大计算市场，国产GPU空间广大，可关注科创芯片ETF

Market Overview - The market experienced slight fluctuations with a reduced trading volume, totaling 1.55 trillion yuan, down 121 billion from the previous trading day [1][11] - The Shanghai Composite Index fell by 0.06%, while the Shenzhen Component Index rose by 0.4%, and the ChiNext Index increased by 1.01% [1][11] - There is no significant risk of a major downturn, but upward momentum is weak, and rapid rotation between sectors is observed [1][11] Semiconductor Sector - The Semiconductor Equipment ETF and the Sci-Tech Chip ETF showed strong performance, both rising by 2.4% [1][11] - Longxin Storage recently launched 8000Mbps DDR5 chips, indicating rapid progress in the industry, with storage products experiencing price increases due to AI demand [2][13] - Price increases for various memory products in Q4 2025 are projected, with NAND and DDR4 prices expected to rise by 5%-20% depending on the category [3][14] Robotics Industry - The humanoid robot sector is gaining traction, supported by U.S. government initiatives to accelerate the development of robotics and automation [6][17] - Tesla's Optimus robot has demonstrated significant advancements, achieving a running speed close to that of a human, with plans for mass production by the end of 2026 [6][17] - The humanoid robot market is expected to benefit from policy support and increased investment, with a notable rise in financing events in the sector [9][19] Investment Opportunities - Investors are encouraged to focus on sectors with strong fundamentals or low valuations, particularly in the semiconductor and robotics industries [1][5] - The semiconductor sector is driven by AI demand, with potential growth in domestic GPU and storage device markets [5][15] - ETFs related to robotics and semiconductor equipment are highlighted as potential investment vehicles, with specific recommendations for the Robotics Industry ETF and Industrial Mother Machine ETF [9][19]