机器人产业链快速拉升，机器人ETF基金涨超4%，华昌达涨超13%

21世纪经济报道02-19

2月19日，机器人、人工智能AI产业链快速拉升，相关ETF方面，机器人ETF基金（562360）截至发稿上涨4.11%，换手率超10%，交投活跃。相关成分股方面，华昌达涨超13%，弘讯科技、新时达、巨轮智能涨停，丰立智能、科远智慧、机器人等多股跟涨。机器人ETF基金（562360）跟踪中证机器人指数。中证机器人指数成分股市值权重分布聚焦行业头部，涵盖机器人产业链各细分领域，分布均衡且代表性强。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2512145127?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-19 10:19","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2512145127","market":"sh","top_or_hot":-1,"title":"机器人产业链快速拉升，机器人ETF基金涨超4%，华昌达涨超13%","media":"21世纪经济报道","content":"<div>\n<p>2月19日，机器人、人工智能AI产业链快速拉升，相关ETF方面，机器人ETF基金（562360）截至发稿上涨4.11%，换手率超10%，交投活跃。相关成分股方面，华昌达涨超13%，弘讯科技、新时达、巨轮智能涨停，丰立智能、科远智慧、机器人等多股跟涨。机器人ETF基金（562360）跟踪中证机器人指数。中证机器人指数成分股市值权重分布聚焦行业头部，涵盖机器人产业链各细分领域，分布均衡且代表性强。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219102448a24b47c4&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>机器人产业链快速拉升，机器人ETF基金涨超4%，华昌达涨超13%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n机器人产业链快速拉升，机器人ETF基金涨超4%，华昌达涨超13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-19 10:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219102448a24b47c4&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月19日，机器人、人工智能AI产业链快速拉升，相关ETF方面，机器人ETF基金（562360）截至发稿上涨4.11%，换手率超10%，交投活跃。相关成分股方面，华昌达涨超13%，弘讯科技、新时达、巨轮智能涨停，丰立智能、科远智慧、机器人等多股跟涨。机器人ETF基金（562360）跟踪中证机器人指数。中证机器人指数成分股市值权重分布聚焦行业头部，涵盖机器人产业链各细分领域，分布均衡且代表性强。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219102448a24b47c4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0061","symbol_name":"机器人","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219102448a24b47c4&s=b","article_id":"2512145127","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219102448a24b47c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2512145127","pubTimestamp":1739931568,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"2月19日，机器人、人工智能AI产业链快速拉升，相关ETF方面，机器人ETF基金截至发稿上涨4.11%，换手率超10%，交投活跃。相关成分股方面，华昌达涨超13%，弘讯科技、新时达、巨轮智能涨停，丰立智能、科远智慧、机器人等多股跟涨。中证机器人指数成分股市值权重分布聚焦行业头部，涵盖机器人产业链各细分领域，分布均衡且代表性强。东吴证券指出，机器人当前类比2014年电动车，即将量产，开启10年产业大周期，国内外共振，强烈看好板块。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300278":"华昌达","562360":"机器人ETF基金","BK0061":"机器人","BK0251":"专用设备","BK0077":"质押式回购","BK0130":"工业4.0"},"translate_title":"The robot industry chain rose rapidly, robot ETF funds rose by more than 4%, and Huachangda rose by more than 13%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300278":1,"562360":1},"content_text":"2月19日，机器人、人工智能AI产业链快速拉升，相关ETF方面，机器人ETF基金（562360）截至发稿上涨4.11%，换手率超10%，交投活跃。相关成分股方面，华昌达涨超13%，弘讯科技、新时达、巨轮智能涨停，丰立智能、科远智慧、机器人等多股跟涨。机器人ETF基金（562360）跟踪中证机器人指数。中证机器人指数成分股市值权重分布聚焦行业头部，涵盖机器人产业链各细分领域，分布均衡且代表性强。东吴证券指出，机器人当前类比2014年电动车，即将量产，开启10年产业大周期，国内外共振，强烈看好板块。中信证券认为，尽管近期中国科网公司已有非常显著的涨幅，拉长历史周期看，我们仍处于AI时代的早期，以及中国科技资产重估的开端。国泰君安表示，2025年，中美人形机器人产业实现共振，建议聚焦两条投资主线：（1）技术引领：特斯拉Optimus引领产业技术前沿、商业化进程，从“多传感器融合”到“本体智能”，提升在真实场景的泛化性，产生的新需求：关节硬件的抗冲击性能要求提升，灵巧手力/触觉传感器部署增加，边缘测计算将增加对低功耗芯片的需求以及模拟训练模型架构和高质量物理世界数据采集的需求。（2）商业化驱动：2025年，Optimus进入“技术爆发—商业验证”过渡期，供应链将逐步收敛，确定性高，弹性大，是高赔率和高胜率兼具的赛道；国内互联网大厂和车企加大人形机器人产业的投入，重塑国内产业格局；领先厂商积极探索场景落地，新进入者积极研发硬件方案，零部件需求百花齐放(对标2023年特斯拉链)，优选卡位好的供应商。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.32.1","shortVersion":"4.32.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2512145127"}