Market Overview - On September 15, the Shanghai Composite Index fell by 0.26% after a brief rise. The Huaxia Sci-Tech AI ETF (589010) decreased by 1.16% following three consecutive days of gains, indicating a normal pullback in a market that is currently stabilizing and rebounding. The index remains above all moving averages, maintaining a long-term positive trend [1] - The total trading volume for the day reached 1.528 billion yuan, indicating active market participation with significant capital inflow. The Robot ETF (562500) attracted 245 million yuan in a single day, with a net inflow of 964 million yuan over the past five trading days [1] Key Developments - On September 15, Yushu Technology announced the open-source UnifoLM-WMA-0, a world model-action framework designed for general robotics learning, featuring a simulation engine and strategy enhancement capabilities [2] - The Meta Connect 2025 conference is scheduled for September 17-18, focusing on the integration of AI glasses and the metaverse. Mark Zuckerberg is expected to present the latest developments in AI glasses and Meta's vision in this domain [2] - The commercial operation of unmanned sanitation robots has begun in multiple cities across China, achieving nearly ten times the efficiency of human workers. Cities like Guangzhou plan to increase the number of unmanned cleaning devices to 1,000 by 2026 [2] Institutional Insights - According to Open Source Securities, China is one of the largest semiconductor markets globally. The ongoing expansion of AI infrastructure in the country is expected to drive growth in the domestic enterprise storage market. With increasing storage demands from data centers, domestic internet companies may face a demand gap, benefiting local enterprise storage manufacturers [2] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [3] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation and flexibility in small and mid-cap stocks [3]