上周五(1月30日)，A股人工智能与机器人赛道走势分化，相关主题ETF表现不一。科创人工智能 ETF(589010)早盘震荡下行后回升翻平，午后上行维持高位震荡，最新价1.620元，较开盘价上涨 0.809%。持仓层面，30只成分股跌势主导，20只个股下跌，优刻得领跌5.70%；少数标的逆势大涨，思 看科技开盘涨停，澜起科技涨超12%。流动性方面，成交额6598万元，换手率2.62%，成交活跃度维持 适中水平。机器人ETF(562500)早盘下行后小幅反弹，午后持续在零轴附近震荡，最新价1.064元，较开 盘价下跌0.468%。持仓层面，66只成分股中34只上涨，绿的谐波大涨7.78%领涨，天准科技等3只个股 涨超4%；仅华昌达（300278）跌6.68%、拓邦股份（002139）跌5.08%，对盘面拖累有限。流动性方 面，成交额16.75亿元，换手率6.85%，成交活跃度高位运行，交投热情积极。 【机构观点】 中信证券研报称，随着春节等核心流量窗口到来，AI应用迎来重要运营催化，2月1日腾讯开启元宝红 包活动，通过社交场景与激励机制提升用户触达与使用频次，有望加速AI产品渗透与用户心智建立。 我们认为，节假 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector, with the CSI Artificial Intelligence Theme Index rising by 1.18% and notable gains in constituent stocks such as NewEase and 360 [1] - The AI Artificial Intelligence ETF (512930) also saw an increase of 1.14%, with the latest price reported at 2.4 yuan [1] - UBTECH announced the open-sourcing of its self-developed embodied intelligent model, Thinker, aimed at enhancing industrial humanoid robots' responsiveness and spatial awareness [1] Group 2 - The CSI Artificial Intelligence Theme Index (930713) includes 50 listed companies that provide foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of AI-related securities [2] - As of January 30, 2026, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index accounted for 57.27% of the index, with companies like Zhongji Xuchuang and NewEase leading the list [2] - The AI Artificial Intelligence ETF closely tracks the CSI Artificial Intelligence Theme Index and has several connection funds available for investors [2] Group 3 - Guojin Securities pointed out that the DeepSeek Engram architecture may further promote the concept of "computing with storage," effectively decoupling computation and memory in large models [1] - The Engram architecture allows for the computation of all Transformer operators on GPU/accelerator cards while running a 100 billion parameter Engram table in CPU memory, which could enhance the demand for storage-based computing [1] - Anthropic's Claude Cowork introduces a new permanent memory method designed for Claude, which could also help overcome GPU memory limitations [1]

【市场复盘】 上周五(1月30日)，A股人工智能与机器人赛道走势分化，相关主题ETF表现不一。科创人工智能 ETF(589010)早盘震荡下行后回升翻平，午后上行维持高位震荡，最新价1.620元，较开盘价上涨 0.809%。持仓层面，30只成分股跌势主导，20只个股下跌，优刻得领跌5.70%；少数标的逆势大涨，思 看科技开盘涨停，澜起科技涨超12%。流动性方面，成交额6598万元，换手率2.62%，成交活跃度维持 适中水平。机器人ETF(562500)早盘下行后小幅反弹，午后持续在零轴附近震荡，最新价1.064元，较开 盘价下跌0.468%。持仓层面，66只成分股中34只上涨，绿的谐波大涨7.78%领涨，天准科技等3只个股 涨超4%；仅华昌达跌6.68%、拓邦股份跌5.08%，对盘面拖累有限。流动性方面，成交额16.75亿元，换 手率6.85%，成交活跃度高位运行，交投热情积极。 【机构观点】 中信证券研报称，随着春节等核心流量窗口到来，AI应用迎来重要运营催化，2月1日腾讯开启元宝红 包活动，通过社交场景与激励机制提升用户触达与使用频次，有望加速AI产品渗透与用户心智建立。 我们认为，节假日高频流量叠加运营 ...

每经AI快讯，2月1日，据优必选科技公众号，优必选宣布开源其自研的具身智能大模型Thinker。该模 型以"小参数、高性能、全开源"突破具身大脑领域限制，旨在打造一个能为工业人形机器人提供快速反 应与精准空间感知的下一代具身智能大脑，以应对动态工业场景的挑战。 ...

格隆汇2月1日｜优必选今日宣布开源其自研的具身智能大模型Thinker。该模型以"小参数、高性能、全 开源"突破具身大脑领域限制，旨在打造一个能为工业人形机器人提供快速反应与精准空间感知的下一 代具身智能大脑，以应对动态工业场景的挑战。Thinker将作为智能基座，为优必选的群脑网络和协作 智能体Co-Agent提供认知与决策支持，进而驱动单机自主与群体智能的协同进化。日前，在涵盖10B以 下具身智能大脑模型的权威基准评测中，Thinker一举拿下9项第一，重新定义了该领域的性能标杆。 ...