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机器人ETF易方达(159530)最新单日资金净流入3.57亿元,优必选斩获2.5亿元人形机器人订单
Xin Lang Cai Jing· 2025-09-04 05:29
Group 1 - The core viewpoint highlights the significant performance and growth of the E Fund Robotics ETF (159530), with a recent trading volume of 3.91 billion CNY and a weekly average of 6.81 billion CNY, leading among comparable funds [1] - As of September 3, the E Fund Robotics ETF reached a new high in size at 65.65 billion CNY and a total of 4.328 billion shares [1] - The ETF has seen a net inflow of 357 million CNY recently, with a total of 246 million CNY net inflow over the last five trading days [1] Group 2 - The leverage funds are increasingly investing in the E Fund Robotics ETF, with a net buying amount of 13.85 million CNY on the previous trading day and a total financing balance of 213 million CNY [1] - UBTECH Robotics announced a significant procurement contract worth 250 million CNY for humanoid robots, setting a record for the largest single contract in the global humanoid robot market [1] - The contract involves the Walker S2 humanoid robot, which features an autonomous hot-swappable battery system, with delivery expected to start within the year [1] Group 3 - Bohai Securities notes that the humanoid robot sector has seen multiple catalysts since August, including NVIDIA's release of the new Jetson Thor robot computing platform, which significantly improves performance and energy efficiency compared to previous generations [2] - The industry is at a critical stage of implementation, with enhanced computing capabilities enabling humanoid robots to achieve higher levels of autonomy and control [2] - Continuous attention is recommended for investment opportunities within the industry chain [2]