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重要會議再提人工智能!機器人ETF(159770)再受益!
格隆匯 03-05 13:02

3月5日,科技板塊領升兩市,電子、雲計算、計算機、機器人等指數盤中升超1%。成分股方面,人工智能概念產業鏈關個股領升,大華股份上升10%、上海滬工上升9.98%、南京熊貓上升6.61%,機器人指數盤中強勢拉升。

消息面上,隨着重要會議的開幕,2024年政府工作報吿發布。報吿中將“在數字經濟方面開展”人工智能+“行動列為24年重點工作之一。當前機器人作為人工智能下一代具身智能的最佳載體,其本質是人工智能、和機械設備的結合,2024年以來AI的迅速發展將顯著助力機器人產業提速,人形機器人有望迎來產業落地年。當前,人形機器人行業面臨的核心問題是如何商業化落地,而提升人形機器人的通用性是人形機器人商業化落地的先決條件。隨着大模型技術的不斷突破,硬件設備逐步更新換代,人形機器人向着智能化、輕量化發展,商業化落地可期。機器人近期一路走高,珍惜回調的佈局好時機。欲佈局機器人產業鏈的投資者,可關注機器人ETF(159770)。市場有風險,投資需謹慎,以上個股僅作客觀展示,不做個股推薦。

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