机器人产业ETF（159551）回调超1.8%，人形机器人产业化落地有望加速，回调或可布局

Group 1 - Musk expressed confidence in the development of humanoid robots during a recent interview, predicting the release of the third-generation Optimus in Q1 2026 and plans to build a production line for 1 million units by the end of 2026 [1] - Musk's friend, Karakanis, visited Tesla's lab and praised the Optimus V3 prototype, suggesting that Optimus could surpass cars to become a significant product for Tesla [1] - The humanoid robot industry is experiencing continuous technological iteration and accelerated capital investment from leading companies, indicating a potential acceleration in the commercialization of humanoid robots [1] Group 2 - The Robotics Industry ETF (159551) tracks the robotics index (H30590), focusing on companies within the robotics supply chain, including industrial automation and intelligent equipment providers [1] - The index emphasizes technological innovation and application, with a focus on high-end manufacturing and intelligent transformation sectors [1]