Core Insights - The China Securities Regulatory Commission (CSRC) has recently approved the first batch of ETFs focused on robotics, following the approval of 16 hard technology products, indicating a strong policy push towards the hard tech sector [2][3] - The newly proposed ETFs will track the "CSI Innovation and Entrepreneurship Robotics Index," which includes 40 companies from the Sci-Tech Innovation Board and the Growth Enterprise Market that are involved in robotics [2][3] Fund and Product Overview - Seven fund companies, including Huaxia Fund and E Fund, have collectively submitted applications for the first batch of innovation and entrepreneurship robotics ETFs [2] - The CSI Innovation and Entrepreneurship Robotics Index emphasizes "hard technology" attributes, with constituent stocks concentrated in semiconductor, AI algorithms, and precision manufacturing sectors [3] Policy and Strategic Support - The "14th Five-Year Plan" and "15th Five-Year Plan" emphasize the importance of key core technology breakthroughs, including AI and robotics, to guide capital towards these sectors [3][4] - Local governments are also providing support, such as subsidies for integrated circuit development and rewards for high-quality AI products, creating a collaborative support framework [4] Market Dynamics and Growth Potential - The robotics sector is experiencing a development window due to technological breakthroughs and accelerated commercialization, with companies like Tesla and JD.com making significant investments [5] - The rapid growth of AI technology is providing strong momentum for the robotics industry, with AI application processing volumes increasing by 5-10 times compared to last year [5] Institutional Outlook - Fund companies are optimistic about the long-term development opportunities in the hard technology sector, despite recent market fluctuations [6] - The robotics industry is seen as having a "golden triangle" of strong policy support, technological breakthroughs, and valuation potential, suggesting a new growth phase is on the horizon [6]

11月25日，以光模块为代表的科技成长板块集体大涨，部分5G、游戏主题ETF涨超4%，多只通信、人工智能主题ETF涨超3%，超千只ETF收涨。 在近期A股宽幅震荡行情下，沪深300、中证500等宽基ETF成为资金的"避风港"。11月24日，跟踪沪深300的ETF净流入超53亿元，跟踪上证50、中证 A500、中证500等宽基指数的ETF均净流入超10亿元。 11月24日至11月25日，华夏基金、易方达基金、广发基金、华泰柏瑞基金、南方基金、鹏华基金、国联安基金上报首批科创创业机器人ETF，招商基金上 报首只科创创业半导体ETF。 11月25日，光模块、光通信等人工智能板块大幅领涨，中际旭创、新易盛分别上涨5%、4%；游戏、有色金属等板块也有亮眼表现，巨人网络涨停，世纪 华通涨超7%；创业板指、科创创业50等核心指数涨幅都在1.5%以上。 5GETF（159994）以及多只游戏主题ETF今日涨超4%，另有多只通信、动漫游戏、人工智能等主题ETF涨超3%。整体来看，超千只ETF收涨。 广发基金基金经理吕鑫认为，海外算力依旧是当前高确定性的方向。随着12月美联储降息概率提升，流动性压力大幅缓解，海外算力链在前期跌幅 ...

11月24日至11月25日，华夏基金、易方达基金、广发基金、华泰柏瑞基金、南方基金、鹏华基金、国联 安基金上报首批科创创业机器人ETF，招商基金上报首只科创创业半导体ETF。 人工智能板块领涨 11月25日，光模块、光通信等人工智能板块大幅领涨，中际旭创、新易盛分别上涨5%、4%；游戏、有 色金属等板块也有亮眼表现，巨人网络涨停，世纪华通涨超7%；创业板指、科创创业50等核心指数涨 幅都在1.5%以上。 11月25日，以光模块为代表的科技成长板块集体大涨，部分5G、游戏主题ETF涨超4%，多只通信、人 工智能主题ETF涨超3%，超千只ETF收涨。 在近期A股宽幅震荡行情下，沪深300、中证500等宽基ETF成为资金的"避风港"。11月24日，跟踪沪深 300的ETF净流入超53亿元，跟踪上证50、中证A500、中证500等宽基指数的ETF均净流入超10亿元。 5GETF（159994）以及多只游戏主题ETF今日涨超4%，另有多只通信、动漫游戏、人工智能等主题ETF 涨超3%。整体来看，超千只ETF收涨。 广发基金基金经理吕鑫认为，海外算力依旧是当前高确定性的方向。随着12月美联储降息概率提升，流 动性压力大幅 ...