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Express News | SSE STAR Market Close: Robot Concept Stocks Surge Against the Trend; CPO and Semiconductor Sectors Decline Collectively
Express News | A-Share Midday Review: Shanghai Composite Index Narrows Losses to 1.26%, Oil and Gas Extraction Sector Strengthens
The E Fund Robotics ETF (159530) rose by 2.39%, attracting net inflows of over RMB 335 million in the past five trading days. Analysts believe the window for a confluence of catalysts in the robotics industry is approaching, with multiple drivers poised t
Gelonghui, June 8 | The robotics sector surged, with Lvdi Harmonic Drive rising over 9%, driving a 2.39% gain in the E Fund Robotics ETF (159530), which has seen net inflows of over RMB 3.35 billion in the past five trading days. On the news front, NVIDIA CEO Jensen Huang stated that the company is collaborating with LG in areas including motors, humanoid robots, and data centers. Previously, Huang noted that robotics and physical AI technologies can be directly applied to industrial settings, and that semiconductor manufacturing will increasingly rely on robotics and AI-driven systems. Additionally, on June 1, NVIDIA unveiled its latest Cosmos 3 model, designed for robotics applications.
Jensen Huang bets on 'physical AI,' as ChinaAMC's robotics ETF (562500), the largest of its kind, rebounds from intraday lows to gain over 1%, aiming for a fifth consecutive daily gain.
Gelonghui, June 8 — The technology sector of A-shares initially extended its losses in early trading before gradually stabilizing. Greenland Harmonic rose over 8%, while the ChinaAMC Robotics ETF (562500) rebounded from an early 2% decline to gain more than 1%, pushing toward a fifth consecutive day of gains. The ChinaAMC Machine Tool ETF (159663) also advanced by 0.29%. The key catalyst for the sector stems from systematic bets by global AI computing leaders on embodied intelligence—translating conceptual interest into supply-chain-level industrial actions: ① Jensen Huang officially announced a collaboration with LG, directly targeting core bottlenecks in humanoid robots. NVIDIA CEO Jensen Huang revealed that the company is working with South Korea’s LG Electronics on motor drives and humanoid robots.
Express News | Lüde Xiebo rose 20.00% today, with Chao Gu Yang Jia's trading seat reporting a net purchase of RMB 111 million.
A-Share Market Close: All three major indices declined! The ChiNext Index fell by 3.2%, while the Beijing Stock Exchange 50 Index rose 5.59% against the market trend, with robotics and glass/fiberglass sectors leading the gains.
Gelonghui, June 5 | China’s three major A-share indices continued to decline today. As of market close, the Shanghai Composite Index fell 0.74% to 4,027 points, the Shenzhen Component Index dropped 2.21%, and the ChiNext Price Index slid 3.2%. In contrast, the Beijing Stock Exchange 50 Index rose 5.59%. Total market turnover reached RMB 3.1 trillion, an increase of RMB 321.6 billion from the previous trading day, with nearly 3,300 stocks advancing. In market highlights, the robotics sector gained ground following the launch of the world’s first end-to-end embodied intelligence development platform and BYD’s entry into humanoid robotics, with Lvdi Harmonic Drive surging by 20% to hit its daily trading limit. The glass and fiberglass sector strengthened, with multiple stocks including Sanxia New Materials reaching their daily limits. The commercial aerospace sector also showed strong activity, with Zhongtian Rocket hitting its daily trading limit.