Sou Hu Cai Jing·2026-02-02 11:37Group 1 - The core viewpoint indicates a decline in various indices, with the Guozheng Robotics Industry Index down by 1.9%, the CSI Intelligent Electric Vehicle Index down by 2.4%, the CSI Consumer Electronics Theme Index down by 3.5%, and the CSI Internet of Things Theme Index down by 4% [1] - Despite the declines in indices, there is a notable increase in investment activity, as evidenced by the net subscription of 10 million units in the E Fund Robotics ETF (159530) [1] - CITIC Securities forecasts that by 2026, the global liquidity easing will deepen, and domestic financial market policy dividends will continue to grow, enhancing the motivation for individual investors to enter the market [1] Group 2 - The CSI Intelligent Electric Vehicle Index focuses on smart electric vehicles, which are expected to become a representative direction for embodied intelligence [3][4] - The index covers various segments of the industry chain, including power systems, perception systems, decision systems, execution systems, communication systems, and vehicle production [4] - The CSI Consumer Electronics Theme Index emphasizes AI hardware, which is currently a major category of smart terminal products, involving component production and complete machine brand design and production [7]