特斯拉新款灵巧手
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机器人产业ETF(159551)收涨超1.2%,行业需求孕育长期动能
Mei Ri Jing Ji Xin Wen· 2025-12-01 08:00
机器人产业ETF(159551)跟踪的是机器人指数(H30590),该指数聚焦于机器人及自动化相关领域, 从市场中选取涉及工业机器人、服务机器人、智能设备等业务的上市公司证券作为指数样本,主要覆盖 制造业及相关高科技行业,以反映机器人领域内企业整体表现和技术发展趋势。 (文章来源:每日经济新闻) 东莞证券指出,自动化设备方面,国内持续颁布政策助推人形机器人发展,叠加AI大模型及灵巧手持 续更新迭代,人形机器人产业化落地进程加速,有望加快应用场景落地。特斯拉新款灵巧手(双手)预 计搭载50个执行器,对核心零部件需求巨大,供应链企业将迎来陡峭增长曲线。 ...
工业母机ETF(159667)涨超1%,人形机器人产业化落地加速
Mei Ri Jing Ji Xin Wen· 2025-12-01 07:47
Group 1 - The domestic policies are continuously promoting the development of humanoid robots, accelerating the industrialization process and application scenarios due to the updates in AI large models and dexterous hands [1] - Tesla's new dexterous hand is expected to be equipped with 50 actuators, leading to a significant demand for core components, which will result in steep growth for supply chain companies [1] Group 2 - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects listed companies involved in machine tool manufacturing and key component supply from the Shanghai and Shenzhen markets [1] - The index covers related industries such as machinery and electronics, reflecting the overall performance of listed companies in the machine tool industry chain [1]