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"。 国联民生证券表示，临近春节互联网大厂红包营销&模型迭代催化不断，头部科技公司正凭借其数据、 场景与平台优势，加速推进AI商业化落地与价值重估。研报预计今年春节期间的AI营销大战，将加速 抢占用户心智，大幅提高C端用户渗透率。长期来看，随着推理、多模态大模型持续迭代、大厂生态融 合及各行业渗透率不断提升，Token调用量有望保持快速增长，大模型规模化商业应用及产业落地值得 期待。 截至今日14:40，科创人工智能ETF华夏(589010)午后维持震荡整理小幅回撤，最新价报1.639元，与开盘 价持平。持仓层面，该ETF跟踪的30只成分股中11只个股上涨，星环科技涨超8%领涨，云天励飞、奇 安信涨幅居前；优刻得跌超5%跌幅居前。流动性方面，该ETF成交额达1.07亿元，换手率3.95%，资金 交投节奏平稳，成交活跃度维持适中水平。 消息方面，2月12日，美团宣布升级"问小团"AI管家并加入AI大战，即日起至春节假期，用户在美团 App用 ...

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech Artificial Intelligence ETF (589010), which experienced a slight pullback after an initial surge, currently priced at 1.594 yuan, reflecting a 1.271% increase from the opening price [1] - Among the 30 constituent stocks tracked by the ETF, 19 stocks saw gains, with Yuke Technology leading with a 20% limit-up, while Sikan Technology experienced a decline of over 5% [1] - The trading volume of the ETF reached 52.52 million yuan, with a turnover rate of 1.98%, indicating stable liquidity and moderate trading activity [1] Group 2 - DeepSeek has launched a new model and initiated gray testing, enhancing its contextual capability from 128K Tokens to 1M Tokens, with the knowledge base updated to May 2025, improving context capacity, knowledge, capability, and user interaction [1] - Guolian Minsheng Securities notes that recent releases of new features or ecosystem integrations by various large models domestically and internationally are expected to lead a new wave of innovation in large models [1] - The transition to the Agent era is beginning to reshape the internet value chain, shifting focus from traditional traffic scale to business models that emphasize behavioral execution, capability invocation, governance control, and outcome-based payments [1][2]

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech AI ETF (589010), which experienced a slight increase followed by a decline, currently priced at 1.576 yuan, down 0.693% from the opening price [1] - Among the 30 constituent stocks tracked by the ETF, 20 stocks declined, with Sikan Technology rising over 9%, providing support against the overall downward trend [1] - The ETF's trading volume reached 69.06 million yuan, with a turnover rate of 2.63%, indicating stable liquidity and moderate trading activity [1] Group 2 - The 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 [1] - Major domestic internet companies have shown a common trend of "high-intensity investment, no upper limit, and emphasis on returns" in their latest earnings presentations regarding AI capital expenditures [1] - The ETF's 20% price fluctuation limit and the elasticity of small and mid-cap stocks help capture the "singularity moment" in the AI industry [1]

消息方面，2月4日，因Anthropic上周发布的AI办公智能体Cowork可替代大量员工工作，且同类开源工 具涌现，市场担忧AI将取代软件、颠覆行业，引发全球软件及人力资源外包相关企业股价暴跌。针对 此次行业恐慌，英伟达CEO黄仁勋出面回应，认为市场担忧AI降低软件公司重要性是误导性的、不符 合逻辑的，他表示AI的突破核心是工具的使用，而非取代工具，时间会印证这一点。 长江证券指出，近期AI资本化加速，AI产业共识再发酵。随着AI应用商业化加速，参考美国AI演绎， 资本开支领先于商业化一年左右，考虑到24年底-25年国内CSP资本开支加速，预判AI应用也即将在26 年迎来商业化拐点。 截至今日10:40，科创人工智能ETF华夏(589010)开盘低开后短暂下探，后续买盘承接发力带动指数拉 升，跌幅大幅收窄，盘面回弹信号显现，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，19只个股走涨，奥比中光涨超5% 领涨，云天励飞涨超2%，做多梯队形成局部支撑；芯原股份跌超3%，寒武纪、澜起科技跌幅居前，形 成小幅抛压，但整体拖累有限，盘 ...

3.武汉经开区企业武汉市龙点睛智能科技有限公司自研的"龙点睛穿刺手术导航设备"，近日获国家药监 局三类医疗器械审批并上市，该设备可助力医生安全、精准、高效开展肺结节活检、肿瘤消融等微创手 术。 【机构观点】 东方证券研报称，机器人板块确定性加强，后续设备性能将大幅提升，有望加速在工业及C端场景的需 求突破，人形机器人市场空间进一步打开，催生投资机会；机器人拟人化趋势将带动传感器、电子皮肤 等相关零部件需求，而国内在汽车、工程机械零部件领域已验证优秀制造与管理能力的公司，有望在该 赛道占据更高份额。 （文章来源：每日经济新闻） 【市场复盘】 本周二(2月3日)，A股人工智能与机器人赛道爆发，相关主题ETF强势上涨，普涨格局凸显市场做多热 情。机器人ETF(562500)早盘高开后在日均线附近盘整，午后持续拉升冲高，最新价1.072元，较开盘价 上涨2.682%。持仓层面，66只成分股中62只同步上涨，普涨态势鲜明，科瑞技术强势涨停，中控技术 等4只个股涨超6%形成强劲跟涨梯队，无明显下跌标的拖累盘面。流动性方面，成交额达11.29亿元， 换手率4.54%，成交活跃度稳居高位，量能充分支撑上涨走势。科创人工智能E ...

Market Review - The A-share market for artificial intelligence and robotics has shown a simultaneous decline, with related theme ETFs experiencing a downward trend after initial gains. The Sci-Tech Innovation Artificial Intelligence ETF (589010) opened strong but fell to a latest price of 1.607 yuan, down 2.488% from the opening price. Among the 30 constituent stocks, 21 declined, with companies like Lanke Technology and Chipone falling over 5%. Conversely, Sikan Technology surged by 15.08% and Xinghuan Technology rose over 5% [1] - The Robotics ETF (562500) also saw a strong opening but faced volatility, closing at a price of 1.069 yuan, down 1.475% from the opening. Out of 66 constituent stocks, 57 declined, with companies like Dazhu Laser and Jiangsu Beiren dropping over 5%. However, Paislin hit the daily limit, and Keda Xunfei rose by 6.42%, providing some local support [1] - In terms of liquidity, the trading volume for the Sci-Tech Innovation Artificial Intelligence ETF was 77.2 million yuan with a turnover rate of 2.96%, indicating moderate trading activity. The Robotics ETF had a trading volume of 1.719 billion yuan and a turnover rate of 6.74%, reflecting a high level of trading activity [1] Hot News - Galaxy General recently launched the world's first industrial-grade embodied intelligent heavy-duty robot, GalbotS1, which is capable of zero-remote operation and fully autonomous sustainable work, with a maximum load of 50 kg. The core embodied handling model has been recognized as an important achievement in artificial intelligence in Beijing. The cumulative shipment of its GalbotG1 robot is expected to exceed 1,200 units by 2025 [2] - Yushu announced the open-source of its UnifoLM series, specifically the visual-language-action (VLA) large model UnifoLM-VLA-0, designed for general humanoid robot operations. This model continues pre-training on robot operation data, overcoming traditional VLM physical interaction limitations and evolving into an embodied brain with physical common sense [2] - Elon Musk's SpaceX is in discussions with its AI company xAI for a potential merger, aiming to complete it before a significant IPO for SpaceX. Musk serves as CEO for both companies. If the merger occurs, it will integrate rockets, Starlink satellites, the social media platform X, and the Grok AI chatbot into a single entity, with xAI shares being exchanged for SpaceX shares [2] Institutional Views - Zheshang Securities reported that Elon Musk is systematically laying out AI, robotics, and autonomous driving across six key technology areas through Tesla, xAI, and SpaceX. These technologies are complementary and interconnected, forming a grand technological landscape that drives human civilization upgrades. The year 2026 is anticipated to be a "singularity year" for the commercialization of this technological landscape, with several core projects expected to achieve significant milestones and market penetration [3] Popular ETFs - The Robotics ETF (562500) is the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry chain, facilitating investors' access to the sector [4] - The Sci-Tech Innovation Artificial Intelligence ETF (589010) is described as the "brain" of robotics, with a 20% price fluctuation limit and small-cap elasticity, aimed at capturing the "singularity moment" in the AI industry [4]

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech AI ETF (589010), which experienced a peak increase of 1.93% during trading, with a latest price of 1.618 yuan, reflecting a rise of 0.06% from the opening price [1] - The ETF tracks 30 constituent stocks, with 16 showing gains, including significant increases from companies like Lanke Technology, which rose over 7%, while a few stocks weakened [1] - The trading volume for the ETF reached 25.94 million yuan, with a turnover rate of 0.98%, indicating normal trading activity levels [1] Group 2 - The U.S. government recently overturned a ban, allowing exports of Nvidia's H200 and AMD series to designated customers in China, albeit with multiple restrictions [1] - Despite Nvidia being a major partner and investor in Anthropic, the CEO of Anthropic publicly opposed this decision at the Davos Forum, citing national security implications for AI models [1] - Investment in the AI sector in the U.S. is on the rise, with significant increases in both fiscal budgets and private investments, positioning the U.S. as a global leader in AI infrastructure development [1] - China is also witnessing continuous growth in AI investments, particularly in emerging technologies like generative AI, indicating substantial potential and vitality in the sector [1] Group 3 - 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 [2] - The ETF benefits from high R&D investment and policy support, with a 20% price fluctuation limit and small-cap elasticity aiding in capturing the "singularity moment" of the AI industry [2]

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech AI ETF (589010), which experienced a maximum increase of 4.28% during trading, with a latest price of 1.614 yuan, reflecting a 3.00% rise from the opening price [1] - The ETF tracks 30 constituent stocks, with 21 showing gains, led by Lanjie Technology with a 13.03% increase, while a few stocks showed weakness [1] - The trading volume of the ETF reached 112 million yuan, with a turnover rate of 4.28%, indicating a high level of trading activity [1] Group 2 - Tesla's CEO Elon Musk announced the restart of the previously shelved supercomputer project Dojo 3, marking a significant strategic shift for Tesla, with the project now focusing on "space AI computing" rather than just autonomous driving model training [1] - CITIC Securities stated that the user penetration rate of AI large models is still low, indicating that the development of large models is in the early to mid-stages, and the industrialization cycle has just begun, suggesting high potential for capital expenditure growth alongside revenue increases from large models [1] - The company continues to recommend investments in the AI computing sector, including both domestic and North American computing supply chains [1][2]

【市场复盘】 【热门ETF】 机器人ETF(562500)是全市场唯一规模超两百亿、流动性最佳、覆盖中国机器人产业链最全的机器人主 题ETF，助力投资者一键布局中国机器人产业。 2.瑞士百达多元资产香港区主管黄思远表示，还是会持续投资科技股，尽管苹果、微软有点跑输大市， 不过很多科技公司都很不错。目前美国市场对于科技领域专注于"现在交付"，而中国市场略有不同，人 们花钱购买机器人等，也是更长期的购买。目前这一市场还没有看到过度繁荣及不合理的繁荣。 3.德勤发布《2026科技、传媒和电信行业预测》报告指出，AI正在重新定义硬件、软件、电信与传媒行 业的基础。全球工业机器人装机量预计将在2026年达到550万台，并保持相对温和的年增长率，突破每 年100万台的关键节点预计要到2030年之后。 【机构观点】 招商证券认为，震裕科技（300953）利基的模具业务经营稳中有增，铁芯板块的新产品开始放量，有望 恢复到较好的增速。收入体量最大的结构件业务经营如期反转，有望维持加快增长态势。公司大力培育 的机器人板块，在国内市场进展较顺利，后续海外大客户体系也有望有所突破。 本周二(1月20日)，科创人工智能ETF华夏(58 ...

Group 1 - Airbus has signed a humanoid robot service agreement with UBTECH, purchasing the latest industrial humanoid robot Walker S2 for its manufacturing facility, aiming to expand the application of humanoid robots in the aerospace manufacturing sector [1] - UBTECH's production capacity for industrial humanoid robots is expected to reach 10,000 units by 2026, with plans to expand into overseas markets in Europe and the US [1] - The appearance of robots at the CCTV Spring Festival Gala enhances industry exposure and public awareness, reinforcing the international image of "Made in China" [1] Group 2 - The robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion, providing optimal liquidity and comprehensive coverage of the Chinese robotics industry [2] - The recent adjustment of the robot ETF has increased the humanoid robot content in the CSI Robotics Index to nearly 70%, successfully removing underperforming stocks and retaining strong performers [2] - The Huaxia Sci-Tech AI ETF (589010) focuses on capturing the AI industry's growth, offering a 20% fluctuation range and flexibility in small and mid-cap stocks [3]