基金四季报披露：人形机器人、AI应用成投资热点

财闻01-18

近期，一批主题基金率先披露2025年四季报，投资重点涵盖AI应用、人形机器人、可控核聚变、算力等热门主题。人形机器人是2025年最火爆的科技赛道之一，一度领涨市场。聚焦人形机器人的中欧制造升级在2025年四季度提升了全球顶级本体厂商的供应链比例，降低了国内本体厂商及其供应链配置，对配套进展领先的品种加大了持仓力度。其新进前十大重仓股包括模塑科技、恒勃股份、万向钱潮、斯菱智驱，退出前十大持仓的有...

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