机器人板块受益特斯拉订单传闻，易方达机器人ETF联接迎布局窗口

云掌财经2025-10-16

近期，A股市场机器人概念再次爆发，板块单日涨幅2.52%。这一行情与特斯拉Optimus线性执行器6.85亿美元订单传闻密切相关，若消息属实，将标志着人形机器人从技术探索迈向商业化落地的关键一步。在此背景下，易方达国证机器人产业ETF联接基金（A：020972；C：020973）为投资者提供了一键布局产业链核心资产的低成本工具。在指数投资领域，易方达基金管理公司经验已超21年，且资产管理总规模处于...

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郑到
2025-10-16
郑到
已经被辟谣了[财迷]

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href=\"https://laohu8.com/S/002050\">三花智控</a>获得特斯拉机器人大额订单，特斯拉或将采购其线性关节产品，该部件作为Optimus人形机器人实现精准屈伸运动的“关键关节”，将直接用于特斯拉这款机器人的规模化量产计划。华金证券指出，随着特斯拉机器人逐步实现量产，机器人产业链上下游的相关公司有望迎来关注。日历效应来看，节后科技成长和部分核心资产可能相对占优，科技成长仍将是行情主线。</p><p>易方达国证机器人产业ETF联接基金（A：020972；C：020973）紧密跟踪国证机器人产业指数，该指数前十大成份股汇聚了机器人领域的领军企业，如<a href=\"https://laohu8.com/S/300124\">汇川技术</a>、<a href=\"https://laohu8.com/S/002230\">科大讯飞</a>、<a href=\"https://laohu8.com/S/688169\">石头科技</a>，这些公司分别在工业自动化、人工智能、智能家居、机器视觉等领域具有深厚技术积累和市场优势。该基金采用双类别设计（A类适合长期持有，C类适合短线交易），管理费仅0.5%，且支持10元起投。投资者可通过场外渠道便捷申购，无需担心个股波动风险，即可共享产业升级红利。</p><p>展望后市，<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>指出，随着Optimus三代样机的发布以及量产节奏的积极指引，国产机器人产业链在订单<span>出货</span>和资本化运作方面均表现出色，在市场整体流动性保持宽松的背景下，机器人板块有望重新成为科技成长配置的主线。</p><p></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016155514a6bca168&s=b><strong>云掌财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，A股市场机器人概念再次爆发，板块单日涨幅2.52%。这一行情与特斯拉Optimus线性执行器6.85亿美元订单传闻密切相关，若消息属实，将标志着人形机器人从技术探索迈向商业化落地的关键一步。在此背景下，易方达国证机器人产业ETF联接基金（A：020972；C：020973）为投资者提供了一键布局产业链核心资产的低成本工具。在指数投资领域，易方达基金管理公司经验已超21年，且资产管理总规模处于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016155514a6bca168&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4598":"佩洛西持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016155514a6bca168&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2575718614","content_text":"近期，A股市场机器人概念再次爆发，板块单日涨幅2.52%。这一行情与特斯拉Optimus线性执行器6.85亿美元订单传闻密切相关，若消息属实，将标志着人形机器人从技术探索迈向商业化落地的关键一步。在此背景下，易方达国证机器人产业ETF联接基金（A：020972；C：020973）为投资者提供了一键布局产业链核心资产的低成本工具。在指数投资领域，易方达基金管理公司经验已超21年，且资产管理总规模处于行业前列，产品线齐全，后续将为产品运行保驾护航。（数据来源：Wind，截至于2025年10月15日）消息面上，上海市经信委日前印发的《上海市智能终端产业高质量发展行动方案（2026-2027年）》提出支持人形机器人产品研发和量产制造。该方案明确要强化机器人终端能力，打造“能听会道、有情商、有智商、有技能”的人形机器人产品，推进端侧芯片、灵巧手、电池等核心零部件加快产业化突破。与此同时，特斯拉机器人也传出新动向。据悉三花智控获得特斯拉机器人大额订单，特斯拉或将采购其线性关节产品，该部件作为Optimus人形机器人实现精准屈伸运动的“关键关节”，将直接用于特斯拉这款机器人的规模化量产计划。华金证券指出，随着特斯拉机器人逐步实现量产，机器人产业链上下游的相关公司有望迎来关注。日历效应来看，节后科技成长和部分核心资产可能相对占优，科技成长仍将是行情主线。易方达国证机器人产业ETF联接基金（A：020972；C：020973）紧密跟踪国证机器人产业指数，该指数前十大成份股汇聚了机器人领域的领军企业，如汇川技术、科大讯飞、石头科技，这些公司分别在工业自动化、人工智能、智能家居、机器视觉等领域具有深厚技术积累和市场优势。该基金采用双类别设计（A类适合长期持有，C类适合短线交易），管理费仅0.5%，且支持10元起投。投资者可通过场外渠道便捷申购，无需担心个股波动风险，即可共享产业升级红利。展望后市，中信建投证券指出，随着Optimus三代样机的发布以及量产节奏的积极指引，国产机器人产业链在订单出货和资本化运作方面均表现出色，在市场整体流动性保持宽松的背景下，机器人板块有望重新成为科技成长配置的主线。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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