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机器人ETF基金(562360)涨0.81%,东杰智能涨超11%,机构:看好机器人板块景气度上升
8月5日,三大指数集体上涨。 消息面上,8月4日智元机器人宣布,将于2025年8月21日在上海举办首届合作伙伴大会,百台机器人同 场亮相,还将首发"神秘新品"。 东方证券研报称,AI投资应用加速,看好机器人板块。近年来随着人形机器人硬件技术的快速发展, 市场对机器人的关注点也逐渐从"能不能造""能不能动"到"能不能使用",而机器人的应用落地需要大小 脑及模型的进步。近期我们看到国内外AI投资和应用加速,我们认为人形机器人大模型也有望受益AI 突破并出现会加速发展,看好机器人板块景气度上升。 (本文机构观点来自持牌证券机构,不构成任何投资建议,亦不代表平台观点,请投资人独立判断和决 策。) 相关ETF中,机器人ETF基金(562360)截至发稿涨0.81%,成交额超1000万元。溢折率0.03%,盘中频 现溢价交易。成分股中,东杰智能涨超11%,科沃斯、燕麦科技、埃斯顿等股涨幅居前。 机器人ETF基金(562360)跟踪中证机器人指数,该指数选取系统方案商、数字化车间与生产线系统集 成商、自动化设备制造商、自动化零部件商以及其他相关公司股票作为样本股,以反映机器人产业相关 股票的走势。 ...
机器人板块一个重要信号的延续
猛兽派选股· 2025-05-28 04:06
Group 1 - The core signal from Beite Technology is the excessive limit-up at the critical base position, indicating strong market interest [1] - The stock has continued to show positive expectations, breaking through the previous high point and revealing support signals [1] - The 50-day moving average has transitioned from a convex to a concave shape, suggesting a prolonged base formation after significant market fluctuations [1] Group 2 - The robotics sector shows a generally positive volume-price relationship, with stronger stocks beginning to break out while weaker ones are experiencing extreme volume contraction [1]
谁会打败闫思倩?半年业绩冠军战胶着,三只产品进入“决赛圈”
Xin Lang Cai Jing· 2025-05-20 06:11
Core Insights - The competition among actively managed equity funds is intense as the half-year performance deadline approaches, with significant fluctuations in rankings among fund managers [1][2]. Fund Performance Summary - As of May 19, the top three actively managed equity funds by year-to-date returns are: - 华夏北交所精选两年定开混合发起式 with a return of 73.01% [2][4] - 中信建投北交所精选两年定开混合A with a return of 69.43% [2][4] - 鹏华碳中和主题混合A with a return of 63.09% [2][4] Market Trends - The top-performing funds include two focused on the North Exchange theme and one heavily invested in the robotics sector, indicating a strong market interest in these areas [3][5]. - The year-to-date performance rankings show that four of the top ten funds are North Exchange theme funds, highlighting their popularity [4]. Sector Focus - Several top-performing funds are heavily invested in the robotics sector, with notable holdings in companies like 中大力德 [5]. - Additionally, two funds with significant investments in consumer stocks have also made it to the top ten, showcasing a diverse investment strategy among successful funds [5][7].
A股节后将迎反弹行情?5月6日,凌晨的三大重要消息冲击市场!
Sou Hu Cai Jing· 2025-05-06 05:30
Group 1 - The China Securities Regulatory Commission (CSRC) has suddenly adjusted the market closure arrangements during the May Day holiday, following the investigation of Vice Chairman Wang Jianjun for serious violations of discipline and law [1] - There are significant concerns regarding major shareholders exploiting loopholes in the current reduction rules, treating the stock market as a cash machine, leading to potential losses for retail investors [1] - The recent trend of companies suddenly turning into ST (Special Treatment) stocks during the annual report disclosure period has resulted in substantial declines, highlighting the impact of the strictest delisting regulations in history [1] Group 2 - The outlook for the A-share market post-holiday indicates both opportunities and challenges, with many stocks having already reached attractive levels after April's adjustments [3] - The focus for the upcoming rebound should be on the robotics sector and computing power, emphasizing the importance of seizing the May rebound [3] - Despite a generally positive market sentiment due to external factors like the appreciation of the RMB, the market remains in a state of indecision, with significant divergence among individual stocks [5] Group 3 - The market opened slightly lower at 3284 points and experienced minor fluctuations, reaching a high of 3292 points before closing at 3279 points, down 7.62 points with increased trading volume [7] - The market has not yet recovered from the losses incurred in early April, indicating a potential for a second bottoming phase [7] - The upcoming trading period is expected to be less challenging compared to April, as May and June are typically performance vacuum periods [5]