SIASUN(SZ:300024) Sou Hu Cai Jing·2026-02-05 13:03Group 1 - The core viewpoint indicates a decline in various indices, with the Guozheng Robotics Industry Index down by 2.1%, the CSI Intelligent Electric Vehicle Index down by 1.5%, the CSI Consumer Electronics Theme Index down by 1.4%, and the CSI Internet of Things Theme Index down by 0.8% [1] - Despite the overall market decline, there is a notable increase in investment, as evidenced by the E Fund Robotics ETF (159530) experiencing a net subscription of 63 million units throughout the day, with a total net inflow of approximately 250 million yuan over the past three trading days [1] - CITIC Construction Investment Securities projects 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, which is expected to lead to an increase in incremental funds in the A-share market [1] Group 2 - The CSI Intelligent Electric Vehicle Index is expected to represent a significant direction for embodied intelligence, focusing on the smart electric vehicle sector [3] - The CSI Consumer Electronics Theme Index centers on AI hardware, which is currently a major category of smart terminal products, involving companies related to component production and complete machine brand design and manufacturing [6]