Robot ETF(562500) experiences a V-shaped rebound in the early session, Nvidia collaborates with Nebius to create a comprehensive physical AI platform

As of 10:15 today, the Robot ETF (562500) rebounded in a V-shape after an early dip, with the latest price at 1.005 yuan, up 0.100% from the opening. In terms of holdings, out of the 66 constituent stocks tracked by this ETF, 35 rose; Jiangsu Beiren gained over 4%, Wuzhi Electric rose more than 3%, followed by Ruisong Technology and Zhongkong Technology; Bojie Co., Kairui Technology fell over 3%, highlighting significant sector-specific structural trends. Regarding liquidity, the ETF’s trading volume has reached 230 million yuan, with a turnover rate of 1.00%. Less than an hour after opening, active trading was evident, indicating strong capital inflow at lower levels.

From a technical perspective, the morning’s deep squat and jump effectively tested the support resilience below, with the intraday line quickly recovering lost ground and stabilizing above the moving averages, reflecting strong market willingness to restore confidence in the long-term value of the embodied intelligence sector. The rebound not only purged short-term panic selling but also solidified the price bottom through high-efficiency intra-day turnover. Strategically, the current V-shaped reversal marks a turning point from extreme caution to rationality. Investors are advised to increase focus on resilient stocks after confirming stabilization at key levels, leveraging sector resonance to capture valuation premiums driven by accelerated commercialization of embodied intelligence.

In news, AI cloud computing company Nebius has partnered with NVIDIA to combine Nebius’s global AI cloud infrastructure with NVIDIA’s physical AI data factory blueprint, creating an end-to-end platform covering the entire lifecycle from robot simulation and training to real-world deployment. This aims to address core issues such as infrastructure fragmentation and lack of high-quality training data in large-scale physical AI applications. The collaboration has already helped early developers shorten iteration cycles from weeks to days, and companies like Porsche Engineering are accelerating synthetic data generation. Both sides see physical AI as a key technological revolution in this decade.

Galaxy Securities notes that regarding the progress of embodied intelligence implementation, research reports recommend focusing on breakthroughs in specific application scenarios. Early deployment scenarios include industrial logistics, B2B institutional elderly care, special environments (converter steelmaking, power inspection), agriculture, and B2C companionship & toy robots.

The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan. Its holdings cover humanoid robots, industrial robots, service robots, and other segments, enabling investors to easily gain exposure across the entire robot industry chain. Off-market connection funds include Huaxia CSI Robot ETF Launch-Style Connection A (018344) and Huaxia CSI Robot ETF Launch-Style Connection C (018345).

Humanoid robot commercialization is approaching. The Robot ETF (562500) focuses heavily on the humanoid robot industry chain, with index-weighted stocks holding significant early-mover advantages in embodied intelligence, core component localization, and mass production process iteration, helping investors precisely capture the industry’s transition from “technology validation” to “scaling deployment.”

Daily Economic News

(Edited by: He Chong)

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