其中，短融ETF（511360.SH）单只产品吸金51.37亿元，科创债ETF、公司债ETF等也备受资金追捧； 而上证50ETF与沪深300ETF则成为资金净流出的主要方向。 卫星ETF、机器人ETF继续领涨 12月26日，上交所发布《上海证券交易所发行上市审核规则适用指引第9号——商业火箭企业适用科创 板第五套上市标准》，旨在推进科创板第五套上市标准在商业航天等领域扩围工作，加快推进商业航天 创新发展、主动服务航天强国战略。 在2025年的岁末收官周（12月29日至12月31日），上证指数以阳线报收，全周微涨0.13%。相比之下， 创业板指和科创50指数则出现回调，分别下跌1.25%和0.12%。 2025年最后一周，商业航天延续强势，卫星产业ETF（159218.SZ）单周大涨8.74%，位居ETF涨幅榜首 位。年末，机器人、汽车零部件等板块亦表现活跃。机器人50ETF（159559.SZ）上涨5.32%，汽车零 部件ETF（562700.SH）涨幅达4.36%。 尽管热门板块热度不减，但从资金动向看，股票型ETF整体净流出39亿元，而债券型ETF则大幅净流入 250.99亿元，凸显年末资金"持债跨年"的 ...

有券商表示，AI大模型的突破推动机器人进入具身智能新阶段，看好具备明确应用场景、能够率先落地应用的公司，将 为业绩兑现和产业化加速发展创造机遇，具备上下游产业链卡位优势的相关标的预计受益显著。 每日经济新闻 每经记者：叶峰 每经编辑：肖芮冬 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 159278 | 机器人ETF鹏华 | 1.113 | 0.034 | 3.15% | | 159272 | 机器人ETF富国 | 0.941 | 0.027 | 2.95% | | 159530 | 机器人ETF易方达 | 1.571 | 0.045 | 2.95% | | 159559 | 机器人50ETF | 1.412 | 0.040 | 2.92% | 机器人概念股午后拉升，鸣志电器涨超5%，绿的谐波、拓普集团涨超4%，双环传动、富临精工涨超3%。 受盘面影响，机器人相关ETF涨约3%。 ...

Group 1 - The market rebound is primarily driven by enhanced logic of market winning rates both domestically and internationally [2] - Global liquidity concerns have significantly eased, particularly in the US, where the November core CPI rose by 2.6% year-on-year, the lowest since April 2021, boosting optimistic expectations for interest rate cuts [3] - Domestic market support stems from increased expectations for policy-driven liquidity easing and strengthened confidence in industrial development, with the central economic work conference setting clear policy goals for economic growth and price recovery [4] Group 2 - Technology assets are experiencing a contraction and differentiation, driven by "winning rate continuation" and "industrial explosion" logic, with telecommunications and defense industries leading the way [5] - In the cyclical sector, non-ferrous metals have performed well, benefiting from the transmission of technology industry chain prosperity and increased macro risk aversion [6] - The index is expected to show a strong upward trend, with the ChiNext index rising by 5.80% and the Shanghai Composite Index by 1.35% as of December 24 [7] Group 3 - The upcoming spring market is likely to focus on high-prosperity industries, with historical patterns indicating that strong economic conditions paired with strong industries lead to broad market gains [8] - Investment strategies should continue to focus on AI and less crowded technology sectors, global pricing resources, and consumer goods benefiting from moderate price recovery [8] - The January stock selection includes a diverse range of companies across various sectors, such as robotics, consumer goods, and advanced industries, indicating a strategic approach to capitalize on market trends [12][13]

上证指数收涨0.47%，录得7连阳； 创业板指涨0.3%。 商业航天概念股掀涨停潮， 机器人概念股爆发， 稳定币、存储器、智能交通题材涨幅居前， 造纸、 包装、 保险板块表现活跃。 海南自贸区、 黄金、 锂矿方向调整。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：钟离 ETF方面，商业航天概念股掀涨停潮，永赢基金卫星ETF、卫星ETF广发和卫星ETF易方达分别涨 6.93%、5.91%和5.86%。迷你规模港股ETF连续第二日上涨，广发基金恒生ETF港股通涨4.92%，最新溢 折率为9.22%。机器人板块突然爆发，景顺长城基金机器人50ETF涨4.23%，机器人ETF富国涨4.15%。 贵金属板块回调，黄金股走低，黄金股票ETF、黄金股ETF基金和黄金股票ETF基金跌1%。部分 港股科 技ETF走低， 港股通50ETF跌1%。 ...

ETF收盘：标普生物科技ETF涨3.85% 酒ETF跌1.58%；沪指微跌0.06% 机器人概念掀涨停潮；半导体、军工电子、航天装备获大额资金流入；白酒、小金 属、航海装备板块获大额资金流出；瑞银财富管理：有利环境或继续利好全球股市；华泰证券：内需有望延续稳健复苏态势 聚焦四大投资主线；开源证 券：人形机器人量产临界点已至 布局窗口开启。 【市场回顾】 12月4日，ETF收盘涨跌不一，标普生物科技ETF(159502)涨3.85%，半导体设备ETF(561980)涨3.63%，机器人50ETF(159559)涨3.16%，酒ETF(512690)跌 1.58%，旅游ETF(562510)跌1.54%，旅游ETF(159766)跌1.43%。 12月4日，中证转债指数收跌0.22%，报477.5点。其中，永02转债涨9.78%，微导转债涨7.87%，东时转债涨5.53%；中旗转债跌4.01%，振华转债跌 3.93%，春23转债跌2.53%。 12月4日日间盘，国内商品期货主力合约涨跌互现，其中国际铜、沪铜主力合约创历史新高。截至15:00收盘，集运指数（欧线）涨超3%，国际铜、沪 铜、沪锡涨超2%，纸浆、焦炭、 ...

市场探底回升，创业板指涨超1%。盘面上，机器人概念爆发，商业航天概念延续强势，福建板块表现活跃；下跌方面，大消费板块震荡调整，海南板块集 体走弱。 ETF涨跌幅方面，标普生物科技、半导体设备、机器人等相关ETF涨超3%。 | 代码 | 名称 | 现价 | 涨跌幅 " | 促賞 | | --- | --- | --- | --- | --- | | 159502.SZ | 标普生物科技ETF | | 1.348 3.85% | | | 561980.SH | 半导体设备ETF | 1.939 | 3.63% | | | 159559.SZ | 机器人50ETF | 1.304 | 3.16% | | | 588710.SH 科创半导体设备ETF 1.444 | | | 3.14% | | | 159582.SZ | -- 半导体产业ETF | 2.12 | 3.11% | | | 588170.SH | 科创半导体ETF | 1.4 % | × 3.09% | | | 589020.SH | 科创半导体ETF鹏华 | 1.134 | 3.09% | | | 159530.SZ | 机器人ETF易方达 | 1.4 ...

Core Viewpoint - The robotics sector experienced significant gains, driven by U.S. government plans to accelerate the development of the robotics industry as a key area for enhancing advanced manufacturing and global competitiveness [1] Group 1: Market Performance - The Robotics 50 ETF rose by 3.24% in early trading, with notable increases in constituent stocks such as Green Harmony, which surged over 7%, and Double Ring Transmission, which increased by 6% [1] - Other companies like Obsidian Light, Mingzhi Electric, and Huichuan Technology also saw substantial gains [1] Group 2: Government Initiatives - Multiple media reports indicate that the U.S. federal government is planning to expedite its focus on the robotics industry [1] - U.S. Secretary of Commerce has been meeting with several CEOs from the robotics sector to discuss these initiatives [1] Group 3: Domestic Developments - In China, the production of embodied intelligence is accelerating due to positive policy guidance and technological advancements [1] - Leading domestic robotics manufacturers have secured large-scale production orders worth hundreds of millions [1] Group 4: Investment Outlook - According to招商证券, from an industry development perspective, robotics is expected to be a decisive factor for funds favoring technology growth styles, with a positive outlook for significant outperformance in December [1]

ETF涨幅榜上，今日上午机器人板块走强，其中人形机器人相关ETF涨幅较大，包括机器人ETF易方达（159530）在内的4只相关ETF半日涨幅超过3%。 | | | | 机器人相关ETF一览 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨幅 (%) | 现价(元) | ) 换手 ( | | 159530 | 机器人ETF易方达 | 3.35 | 1.452 | 5.9 | | 159559 | 机器人50ETF | 3.24 | 1.305 | 6.6 | | 159272 | 机器人ETF富国 | 3.09 | 0.867 | 3.8 | | 159278 ■ ■ ■ 件 不 12日 2 ■ | 机器人ETF鹏华 | 3 | 1.029 | 7.3 | 每经记者｜刘明涛 每经编辑｜彭水萍 今日上午，ETF交投略有回暖，机器人相关ETF交投活跃。其中，机器人ETF（562500）半日成交金额达到11.69亿元，成交金额环比大幅放量。跨境ETF方 面，香港证券ETF（513090）和恒生科技ETF（513130）半日成交金额则超过30亿元。 | | 半日交投活躍 ...

Market Overview - The three major A-share indices collectively rose in early trading, with the Shanghai Composite Index up 0.04% at 3879.52 points, the Shenzhen Component Index up 0.35%, and the ChiNext Index up 0.76% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 10,402 billion yuan, a decrease of 354 billion yuan compared to the previous day, with nearly 3,500 stocks declining [1] Robotics Sector Performance - The humanoid robot concept experienced a significant surge, with various robotics ETFs seeing gains of over 3%, including the E Fund Robotics ETF (up 3.35%) and the Invesco Robotics 50 ETF (up 3.24%) [3] - A total of seven fund companies have reported new robotics ETFs focusing on innovative productivity, indicating a strong interest in the sector [3] Government and Industry Developments - Reports indicate that the Trump administration is considering an executive order on robotics, reflecting a shift towards government support for the industry [4] - The U.S. Department of Commerce emphasizes the importance of robotics and advanced manufacturing for bringing critical production back to the U.S., highlighting the competitive nature of the robotics sector globally [4] Company Highlights - UBTECH has set a new record for humanoid robot orders, with total orders reaching 1.3 billion yuan for the year, including a recent project in Jiangxi worth 143 million yuan [5] - The market for humanoid robots in China is projected to reach nearly 38 billion yuan by 2030, with a compound annual growth rate exceeding 61% from 2024 to 2030 [5] Investment Outlook - Analysts from招商证券 expect T-chain suppliers to receive orders in December, indicating a positive outlook for the robotics market [6] - Open Source Securities predicts that 2026 will be the year of mass production for humanoid robots, focusing on leading domestic companies and supply chain opportunities [6]

Market Overview - The market experienced fluctuations throughout the day, with both the Shenzhen Component Index and the ChiNext Index dropping over 1% at one point [1] - The Fujian sector showed strong performance, while the battery and shipping sectors faced declines [1] ETF Performance - The S&P Consumer ETF rose by over 2%, with several dividend-related ETFs increasing by more than 1% [1][2] - Specific ETFs and their performance include: - S&P Consumer ETF: 1.417, up 2.53% [2] - Hong Kong Dividend Low Volatility ETF: up 1.7% [2] - Hong Kong Dividend Index ETF: 1.683, up 1.57% [2] - Other notable ETFs include the Hang Seng Dividend Low Volatility ETF and the Hang Seng Dividend ETF, both showing increases [2] Institutional Behavior - Analysts suggest that some institutions may sell high-valuation, volatile growth stocks to lock in annual returns, shifting focus to high-dividend, high-margin safety stocks in the Hong Kong dividend sector [3] - The period from December to January is noted as a peak for insurance premiums, leading some insurance funds to quickly build positions in high-dividend assets to match liability costs, creating a rigid buying pressure [3] Sector Declines - The Media ETF experienced a decline of over 2% [3][4] - Other ETFs in the media and technology sectors also reported losses, including: - Media ETF: down 2.3% [4] - S&P Biotechnology ETF: down 2.2% [4] - Various other ETFs in the entertainment and technology sectors also showed declines [4][5]