科技製造板塊或將迎來配置窗口期！
大家好，我是天弘基金祁世超。近日大科技普漲，該如何看待？今天我們一起來聊一聊！
在金融科技概念的強勢催化下，市場風險偏好顯著提升，資金加速向科技製造方向聚集，市場情緒迎來明顯回暖。
近期外圍風險事件的影響逐步鈍化，而成長主題板塊經過前期回調，已抵達關鍵支撐區間，爲後續反彈構築堅實基礎。
從行業維度來看，AI 產業鏈各環節均蘊藏豐富催化動能：上遊半導體領域，芯片材料設備，光刻機技術突破持續推進，國產化替代進程不斷提速；中遊 AI 應用領域，ChatGPT、DeepSeek 等頭部模型迭代升級預期強烈；下遊機器人、智能汽車作爲 AI 技術落地的先鋒賽道，產業政策與技術創新雙重利好後續仍值得期待。
技術面上，近兩日市場成交量有所放大，均線等技術指標發出積極信號，趨勢性機會已現端倪。
綜合判斷，若市場風險偏好延續上行態勢，科技製造板塊有機會在短期內迎來配置窗口期，值得投資者重點關注。
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天弘中證機器人ETF聯接（A類：014880，C類：014881）緊密跟蹤中證機器人指數，中證機器人指數選取70只系統方案商、數字化車間與生產線系統集成商、自動化設備製造商、自動化零部件商以及其它機器人相關上市公司證券作爲指數樣本，以反映上市公司中機器人相關證券的整體表現。
感興趣的夥伴，上支付寶APP搜索：天弘中證人工智能（A類：011839，C類：011840）、天弘中證機器人ETF聯接（A類：014880，C類：014881）即可瞭解詳情。
風險提示：觀點僅供參考，不構成投資建議，市場有風險，投資需謹慎。投資者在購買基金前應仔細閱讀基金招募說明書與基金合同，請根據自身投資目的、投資期限、投資經驗等因素充分考慮自身的風險承受能力，在瞭解產品情況及銷售適當性意見的基礎上，理性判斷並謹慎做出投資決策。
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