机器人板块10连阳，成交破2万亿资金涌入116亿，该行情靠什么支撑

Group 1 - The A-share market is experiencing a rare phenomenon with the Shanghai Composite Index achieving a ten-day consecutive rise, while over a thousand stocks are declining, indicating a significant market divergence [1][3] - The ten consecutive days of gains are likely a technical rebound supported by policy stability and consensus among investors, with recent policies aimed at stabilizing growth and promoting consumption [3][5] - Long-term institutional investors, such as insurance and social security funds, are becoming a stabilizing force in the market, providing confidence and reducing the potential for deep corrections in the index [5] Group 2 - The robot sector has transitioned from a latent phase to a full-blown rally, driven by a combination of industrial trends, policy support, and significant technological breakthroughs [5][7] - The robot industry is at a critical juncture, with advancements from global leaders like Tesla's Optimus reinforcing market expectations for the arrival of a robot-driven era [7] - A major technological breakthrough in core components by a leading domestic company has significantly reduced production costs, activating market expectations for domestic substitution and cost reduction across the entire supply chain [9] Group 3 - The current market shows two core characteristics: a peak in the "survival of the fittest" effect among funds and a brutal competition for capital within hot sectors [11][13] - Funds are increasingly concentrating on sectors with clear narratives and policy support, leading to extreme differentiation where only a few stocks thrive while many others decline [11] - The market's aesthetic is shifting towards performance-based evaluations, favoring companies with substantial business progress and order fulfillment, indicating a structural bull market rather than a broad-based rally [13]