AI与机器人盘前速递丨“机器人MART”开启千台级订单批量交付，三星电子计划推出应用处理器！

Core Insights - The AI and robotics sectors are experiencing significant growth, with notable market movements and product launches indicating a shift towards commercialization and structural recovery in these industries [1][2]. Market Performance - The Huaxia Sci-Tech AI ETF (589010) rose by 0.74%, demonstrating resilience with a "bottom-rebound" trend, recovering early losses and stabilizing above the intraday average line [1]. - The Robot ETF (562500) surged by 2.93%, showing strong technical recovery, with significant gains in constituent stocks, including a 20% limit-up for Haoshi Machinery and over 13% increases for Aifute-U and Tuosida [1]. - The trading volume for the Robot ETF exceeded 1.934 billion yuan, with a turnover rate of 7.43%, indicating active capital flow and a positive market sentiment towards the robotics sector [1]. Key Developments - The launch of the world's first AI-driven retail service store, "Robot MART," marks a significant milestone, with large-scale orders being delivered starting from Christmas, showcasing the product's ability to operate in open commercial environments [1]. - Samsung Electronics plans to introduce an application processor with self-developed GPU by 2027, expanding its AI ecosystem across various devices, including smartphones and humanoid robots [2]. - The "2026 Beijing Yizhuang Humanoid Robot Half Marathon" is set to take place on April 19, 2026, promoting advancements in robot technology through competitive events [2]. Institutional Perspectives - Huolong Securities highlights that the humanoid robot industry is transitioning from concept validation to commercial realization, with significant events and clear production timelines indicating an approaching industry inflection point [2].