9月10日午后，三大指数震荡走强，创业板指涨近2%，科创50涨超2%。热门ETF方面，机器人指数ETF （560770）午后翻红。成份股上，云天励飞-U涨超3%，绿的谐波上涨2.08%，大族激光上涨2.64%，汇 川技术、科大讯飞纷纷上涨。 Wind数据显示，9月以来（截至9月9日），机器人指数ETF（560770）累计流通规模增长达2.57亿元， 最新流通规模达11.3亿元。 招商证券通过复盘2022年以来机器人板块的行情表现，指出流动性是板块行情的重要影响因素，同时， 机器人行情走势与A股的成交额呈现明显的正相关性。对此，招商证券预计，随着2025年内美联储降息 概率上升，Q4 宏观环境的流动性的进一步放松，叠加特斯拉第三代机器人发布和国产机器人产业链新 品发布，机器人有望迎来板块级行情。 展望9-10月的配置机会，银河证券认为，受益于国内高技术产业的快速发展，AI、机器人板块作为科技 创新的焦点，依然是行情的重要主线之一。 （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。） 据东方网，大摩认为，中国正在引领全球机器人产业的新一轮变革，中国不仅是全球最大的机 ...

Core Viewpoint - The A-share market experienced a pullback with all three major indices declining, while the robotics sector showed resilience with significant gains in related stocks and ETFs [1][2]. Market Performance - As of September 2, the A-share market saw a rapid increase in trading volume, surpassing 2 trillion yuan, marking the 15th consecutive trading day above this threshold [1]. - The TMT (Technology, Media, and Telecommunications) sector accounted for approximately 40% of total trading volume, indicating strong market interest [1]. Robotics Industry Insights - The robotics industry is accelerating due to continuous technological advancements and the realization of industrial orders, with significant orders such as a 124 million yuan contract from China Mobile marking a shift towards large-scale production [3][6]. - The integration of AI language models and multi-modal sensor technology is enhancing the capabilities of humanoid robots, improving their understanding and perception [3]. Investment Opportunities - The robotics sector is highlighted as a potential area for investment, particularly in sub-sectors like semiconductors and battery technology, which have shown resilience and potential for future growth [6]. - The Robot Index ETF (560770) tracks the robotics industry and includes major companies such as Huichuan Technology and iFlytek, indicating a diversified exposure to the sector [6][7]. Future Projections - According to forecasts, the number of humanoid robots in use in China could exceed 100 million by 2045, with a market size reaching approximately 10 trillion yuan, covering various applications from industrial manufacturing to healthcare [7]. Fund Management Perspective - The fund manager of the Robot Index ETF believes that the robotics industry is in a rapid development phase, with increasing capital allocation, suggesting a positive outlook for future investments [8].