（来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ETF2日收盘涨跌不一，机器人ETF鹏华（159278）领涨2.30%，机器人ETF易方达（159530）涨2.22%， 机器人50ETF（159559）涨2.10%，新能源车电池ETF（159775）领跌9.97%，通信设备ETF（159583） 跌6.45%，创业板人工智能ETF国泰（159388）跌6.21%。截至收盘，ETF两市成交额报5082.06亿元，分 类型来看，股票型ETF成交额2129.72亿元，债券型ETF成交额1954.30亿元，货币型ETF成交额295.50亿 元，商品型ETF成交额96.05亿元，QDII型ETF成交额606.50亿元。其中，成交额最高的非货币型ETF分 别是广发中证香港创新药(qdii-ETF)（513120）、易方达中证香港证券投资主题ETF（513090）、易方 达创业板ETF（159915），成交额分别为142.67亿元、125.84亿元、86.44亿元。 ...

多只机器人主题ETF走强，其中，机器人ETF易方达（159530）涨1.8%，成交额超8亿元；机器人ETF鹏 华（159278），机器人50ETF（159559）均涨超1.5%。 ...

Group 1 - The current market is driven by incremental capital, with limited impact from fund redemption pressure on growth sectors like electronics, suggesting a potential shift towards public offerings and institutional dominance, which supports technology sectors such as semiconductor chips [1] - The expectation for domestic computing power has been reiterated, alongside discussions on emerging applications like 3D printing and liquid cooling technology, which may boost demand expectations in the chip industry [1] - The results of the 301 investigation concerning China's mature chips are expected to be announced by September 23, with potential market volatility due to technology controls and tariff policies, although short-term pressure is manageable as the Trump administration plans to suspend a 24% equivalent tariff until November 10 [1] Group 2 - The AI chip ecosystem at the edge consists of edge SoC, storage chips, sensor chips, and smart modules, with storage chips facing challenges in capacity, speed, and power consumption; Lianyun Technology has developed a product line from SATA to PCIe 4.0, targeting lightweight laptops and pre-installed markets [2] - The emphasis on semiconductor self-sufficiency continues, with ongoing iterations of domestic AI computing power chips and enhanced supply chain capabilities; the analog IC sector is experiencing volume growth with stable prices, and automotive-grade products are entering a replacement window, indicating direct support for the semiconductor sector [2] Group 3 - Related products include various ETFs such as the Sci-Tech Chip ETF Index (588920), New Energy ETF (159261), Semiconductor ETF (159813), and others [3] - Key associated stocks include Cambrian (688256), Haiguang Information (688041), and others within the semiconductor industry [3]