截至今日10:37，科创人工智能ETF华夏(589010)开盘后走低，最新价报1.555元，较开盘价下跌 3.896%。持仓层面，该ETF跟踪的30只成分股中27只个股下跌，中科星图涨超2%；星环科技跌超 12%，优刻得、芯原股份跌超7%。流动性方面，该ETF成交额达8054万元，换手率3.29%，资金交投节 奏良好，成交活跃度维持高位。 每日经济新闻 华龙证券指出，国产模型出海竞争力得到验证，国内大厂争夺C端流量及多模态商业化落地的趋势 下，推理算力需求曲线有望进一步陡峭，算力基建各环节将持续受益。 科创人工智能ETF华夏(589010)紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具 高研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 （责任编辑：张晓波 ） 消息方面，3月2日，美团旗下光年之外（GN06）团队推出TabbitAI浏览器并开启公测。该产品为 AI原生浏览器，面向上班族、学生、内容创作者，支持macOS与Windows双平台，免费、无需邀请码即 可体验。其核心能力是自动打开网页、提取信息、填写表单、跨平台整合数据并交付结果，主打任务自 动化与高效协作。 ...

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech AI ETF (589010), which experienced fluctuations with a current price of 1.64 yuan, reflecting a 0.061% increase from the opening price [1] - The ETF tracks 30 constituent stocks, with 13 stocks rising, led by Xinghuan Technology with over a 5% increase, while Youkede fell over 5%, marking the largest decline [1] - The trading volume of the ETF reached 624 million yuan, with a turnover rate of 2.3%, indicating good liquidity and active trading [1] Group 2 - Qianwen's "Spring Festival 3 billion big free order" campaign data shows that in the past six days, users made 4.1 billion requests, and AI completed over 120 million orders [1] - The campaign has driven AI consumption in county areas, with nearly half of the AI orders coming from these regions, and 1.56 million users aged over 60 experiencing food delivery for the first time [1] - National users ordered over 1,000 tons of eggs, more than 2,300 fitness equipment items, and 1,500 books through AI [1] Group 3 - Guolian Minsheng Securities noted that Qianwen's 30 billion yuan "Spring Festival Treat Plan" has rapidly gained popularity, with over 10 million orders placed within 9 hours [1] - The Qianwen app reached the top of the Apple App Store free chart, indicating significant user engagement [1] - The integration of Alibaba's commercial ecosystem is expected to enhance Qianwen's commercial value [1][2]

【市场复盘】 本周四(2月12日)，A股人工智能与机器人赛道联袂强势拉升，两大主题ETF同步走高，科创人工智能 ETF华夏(589010)涨幅亮眼，机器人ETF(562500)走势稳健，板块整体做多氛围浓厚，量能与资金交投形 成有效支撑。科创人工智能ETF华夏(589010)早盘冲高后震荡整理，午后再度拉升冲高，走势强劲，报 收1.639元，较开盘价大涨4.13%。持仓层面，30只成分股中24只个股上涨，做多力量充分释放，优刻得 20%涨停强势领涨，晶晨股份涨超15%、芯原股份涨超12%，核心标的表现亮眼，形成强劲拉升梯队； 仅思看科技跌超6%跌幅居前，对盘面整体强势无明显影响。 流动性方面，成交额达1.11亿元，换手率4.20%，资金交投节奏良好，成交活跃度维持高位水平。机器 人ETF(562500)早盘高位整理蓄势，午后稳步上行，走势韧性凸显，最新价1.082元，较开盘价上涨 1.41%。持仓层面，66只成分股中50只个股上涨，博杰股份（002975）、华东数控（002248）涨停强势 领涨，大族激光（002008）、科远智慧（002380）涨幅居前，核心跟涨梯队发力；板块内做多情绪浓 厚，无明显下跌标的 ...

【市场复盘】 国金证券研报称，本周及春节国内大厂聚焦Chatbot入口流量争夺，报告称依旧看好AI产业趋势&提效逻 辑，且国内Capex投入量级相对海外有限，建议关注经营性现金流良好的科技龙头腾讯、阿里等。同 时，基础模型能力提升带动AI应用逐步落地，继续重点关注AI应用板块。 （文章来源：每日经济新闻） 2.2月8日消息，目前阿里千问APP、腾讯元宝的红包口令已可在微信内复制；此前2月6日下午，微信曾 对千问活动口令实施封禁，用户分享至微信的千问红包口令选中后无复制键，元宝口令也曾遭封禁。 3.2月7日有博主透露，OpenAI首款硬件命名为Dime，是类似苹果AirPods的AI音频耳机，有望2026年发 售。OpenAI此前曾计划打造堆料豪华、物料成本媲美智能手机的类手机架构革命性设备，现因存储芯 片供应短缺、组件价格飙升，硬件成本居高不下，搁置了该激进方案，转向"先易后难"战略，优先开发 功能相对单一、接近传统形态的基础版AI耳机。OpenAI计划通过这款低门槛产品在硬件领域站稳脚 跟，积累用户数据与市场反馈。 【机构观点】 上周五(2月6日)，A股人工智能与机器人赛道走势分化，机器人ETF逆势走强呈普 ...

科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 （文章来源：每日经济新闻） 截至14:00，科创人工智能ETF华夏（589010）早盘低开短暂下探后拉升，午后维持震荡整理。最新价 报1.507元，较开盘价仅下跌0.331%，走势逐步企稳。持仓层面，该ETF跟踪的30只成分股涨跌分化， 多头力量逐步释放，17只个股走涨，奥比中光涨超5%领涨，奥普特、云天励飞涨超2%形成局部支撑； 芯原股份跌超4%，形成小幅抛压，但整体拖累有限，盘面修复意愿明确。流动性方面，该ETF成交额 达5229万元，换手率2.11%，资金交投节奏平稳。 长江证券表示，当前AI行业竞争已聚焦流量入口争夺，端侧模型成为核心突破口。AIAgent持续深入操 作系统底层，逐步升级为具备自主分析、解决问题能力的私人助理，打破传统工具属性局限。 资金层面，科创人工智能ETF华夏（589010）连续四日净流入超亿元，主力资金低位布局意愿强烈，为 盘面后续回弹筑牢资金基础，做多逻辑持续强化。 消息方面，据Apptopia数据 ...

科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼 具高研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 每日经济新闻 截至10:30，科创人工智能ETF华夏（589010）开盘下探后低位盘整。最新价报1.510元，较开盘价 下跌2.202%。持仓层面，该ETF跟踪的30只成分股中27只个股下跌，芯原股份跌超6%，凌云光·、云天 励飞、天准科技跌幅居前。石头科技、新点软件、恒玄科技上涨形成一定支撑。流动性方面，该ETF成 交额达4128万元，换手率1.65%，成交活跃度维持高位水平，叠加连续三日资金净流入，场内交投情绪 持续活跃。 资金方面，科创人工智能ETF华夏（589010）连续三日净流入超亿元，资金低位布局意愿强烈。可 把握此次震荡回调机会，小仓位分批低吸降低持仓成本，等待后续盘面回弹修复。 消息方面，2月4日《自然》报道，开源语言模型"OpenScholar"诞生，其文献综述能力超越商用大 语言模型，引文幻觉问题大幅改善——实验中GPT4o引文幻觉出现率达78%至90%，而该模型的引文准 确率与人类专家相近。尽管仍需进一步优化， ...

与此同时，该基金最新成交量为1.16亿份，最新成交额突破1.82亿元，居可比基金前3。 科创人工智能ETF华夏（589010.SH），场外联接(A类：024411；C类：024412）。 拉长时间看，该基金近3天主力资金加速流入，合计流入3408.56万元，居可比基金前2。（数据来源： Wind） 2026年2月2日，科创人工智能ETF华夏（589010.SH）收跌3.70%，主力资金（单笔成交额100万元以 上）净流入2350.74万元，居可比基金前2。（数据来源：Wind） ...

Market Review - The Huaxia Sci-Tech AI ETF (589010) increased by 2.74%, closing at 1.610 yuan, with 20 out of 30 constituent stocks rising, led by Lanke Technology with an 11.90% gain [1] - The Robot ETF (562500) rose by 1.73%, closing at 1.116 yuan, with 46 out of 66 constituent stocks closing higher, led by Tianzhihang with a 12.38% increase [1] - The overall trading volume for the Huaxia Sci-Tech AI ETF reached 145 million yuan, with a turnover rate of 5.49%, indicating active trading participation [1] - The Robot ETF saw a trading volume of 1.47 billion yuan and a turnover rate of 5.57%, reflecting orderly capital turnover during the sector's recovery [1] Hot News - Hugging Face reported that the number of Qwen derivative models has surpassed 200,000, making it the first open-source large model to achieve this milestone, with downloads exceeding 1 billion [2] - Elon Musk stated that the initial production speed of the Cybercab autonomous taxi and Optimus humanoid robot will be "extremely slow," with mass production planned for 2026 [2] - Haon Electric (301488) is collaborating with NVIDIA on a robot domain control brain product, which is currently in development and has not yet generated revenue [2] Institutional Views - Guotou Securities believes that the AI application field is rapidly developing, showing significant breakthroughs in theoretical research and technological innovation, as well as strong vitality and broad market prospects across various industries [3] Popular ETFs - The Huaxia Sci-Tech AI ETF (589010) is positioned to capture the "singularity moment" of the AI industry, with a 20% fluctuation range and small-cap elasticity [4] - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion, offering the best liquidity and comprehensive coverage of the Chinese robotics industry chain [4] - Recent adjustments to the constituent stocks of the Robot ETF have increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and retaining strong performers [4]

Group 1 - The core viewpoint of the news highlights the strong performance of the Huaxia Sci-Tech AI ETF (589010), which saw a peak increase of 2.68% and a current price of 1.608 yuan, reflecting a 2.61% rise from the opening price [1] - The ETF tracks 30 constituent stocks, with over 20 showing gains, led by Lanke Technology with a 9.73% increase, indicating a positive trend in the AI sector [1] - The trading volume for the ETF reached 72.4 million yuan, with a turnover rate of 2.77%, suggesting high liquidity and active trading [1] Group 2 - Citic Securities expresses optimism about the AI computing power sector, noting that the demand for computing power remains strong as AI large models continue to evolve [2] - The report emphasizes the importance of both North American and domestic supply chains, highlighting the recent adjustments in domestic companies and the potential acceleration of AI infrastructure deployment due to improved domestic GPU capabilities [2] - The Huaxia Sci-Tech AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]

Market Review - The Huaxia Sci-Tech AI ETF (589010) declined by 1.61% to 1.585 yuan, with significant declines in holdings, particularly Hehe Information, which fell by 6.62. The overall market showed a mixed performance with some stocks demonstrating resilience [1] - The Robot ETF (562500) increased by 0.45% to 1.112 yuan, with strong performance from multiple holdings, notably Nanjing South Network Technology, which surged by 8.76%. The trading volume reached 1.647 billion yuan, indicating high activity and potential opportunities for investors to consider low-position allocations [1] Hot News - OpenAI's policy director Chris Lehane announced at the Davos forum that the company aims to launch its first product in the second half of 2026, potentially a wearable device for user interaction. Specific details about the device remain undisclosed, but further announcements are expected by the end of the year [2] - In 2025, the Export-Import Bank of China plans to issue over 730 billion yuan in technology loans, focusing on sectors such as artificial intelligence, brain-computer interfaces, humanoid robots, and high-end instruments, while also supporting the "Belt and Road" initiative [2] - Xiaopeng Motors' CEO He Xiaopeng announced the successful development of the first robot based on automotive standards, marking a significant step towards mass production of high-level humanoid robots and contributing to the "automobile-robot-AI" ecosystem [2] Institutional Views - Guojin Securities believes that the rapid advancements in humanoid robot products and cost iterations, driven by tech giants like Tesla and ongoing improvements in artificial intelligence, position this sector as one of the most certain industrial directions for the future [3]