SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2026-01-16 01:19Market Review - The Huaxia Sci-Tech AI ETF (589010) declined by 2.86%, closing at 1.595 yuan, with overall index pressure and widespread declines among holdings, including a 20.00% drop in Xinghuan Technology and a 19.09% drop in Zhongke Xingtou [1] - The Robot ETF (562500) remained flat with a 0.00% change, closing at 1.084 yuan, showing a mixed performance among holdings, with Tianzhihang down 8.22% and Huadong CNC down 3.63%, while some stocks showed upward trends, indicating structural opportunities within the sector [1] - The trading volume for the Huaxia Sci-Tech AI ETF was 191 million yuan, while the Robot ETF saw a trading volume exceeding 1.292 billion yuan, suggesting active trading and potential repositioning of funds in the sector [1] Hot News - Alibaba's Qianwen launched a significant update with the new "AI Life Assistant," featuring over 400 functions, marking a transition from "chat dialogue" to "AI service era," supported by breakthroughs in underlying technology [2] - Hubei Humanoid Robot Innovation Center signed a data service agreement with Zhiyuan Innovation, marking China's first inter-company transaction of embodied intelligence data, contributing to the sustainable operation and commercial model exploration in the humanoid robot industry [2] - Zhongchuang Zhiling (601717) announced plans to issue A-share convertible bonds to raise up to 4.35 billion yuan for projects in the high-end parts of the new energy vehicle industry and other intelligent manufacturing initiatives [2] Institutional Views - Guosen Securities believes humanoid robots are gradually moving towards commercialization, with multiple manufacturers receiving large orders, indicating a shift towards mass production, and maintains a positive long-term investment outlook for humanoid robots [3] Popular ETFs - 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% fluctuation range and small to mid-cap elasticity [4] - The Robot ETF (562500) is the only fund in the market with over 20 billion yuan in scale and the best liquidity, covering the entire Chinese robot industry chain, facilitating investor access to the sector [4] - Recent adjustments to the Robot ETF's component stocks increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and including quality candidates, achieving a "retain the strong, remove the weak" strategy [4]