AI与机器人盘前速递丨英伟达1季度强劲增长，智谱刷新大模型厂商API速度上限

每日经济新闻05-26 09:07

【市场复盘】　　本周一（5月25日），机器人与科创人工智能主题ETF携手共振收涨，前者温和走高、后者再度发力强攻，板块整体多头氛围浓厚，市场交投意愿活跃，资金在泛AI与硬科技核心赛道中的配置信心持续凝聚。　　截至2026年5月25日 15:00，机器人ETF华夏（562500）上涨0.66%，最新价报1.22元。成分股中信重工上涨10.05%，科瑞技术上涨10.01%，博杰股份上涨10.00%，...

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15:00，机器人ETF华夏（562500）上涨0.66%，最新价报1.22元。成分股中信重工上涨10.05%，科瑞技术上涨10.01%，博杰股份上涨10.00%，快克智能上涨10.00%，瑞松科技上涨5.16%。拉长时间看，截至2026年5月22日，机器人ETF华夏近1周累计上涨3.78%。流动性方面，机器人ETF华夏盘中换手7.17%，成交14.79亿元。拉长时间看，截至5月25日，机器人ETF华夏近1周日均成交14.29亿元，排名可比基金第一。规模方面，机器人ETF华夏近1周规模增长2.70亿元，实现显著增长，新增规模位居可比基金1/9。　　截至2026年5月25日 15:00，科创人工智能ETF华夏（589010）上涨2.44%，最新价报1.81元。拉长时间看，截至2026年5月25日，科创人工智能ETF华夏近1周累计上涨5.18%。流动性方面，科创人工智能ETF华夏盘中换手10.62%，成交2.03亿元，市场交投活跃。拉长时间看，截至5月25日，科创人工智能ETF华夏近1周日均成交1.80亿元，排名可比基金前列。规模方面，科创人工智能ETF华夏近1年规模增长18.46亿元，实现显著增长，新增规模位居可比基金1/11。　　【热点要闻】　　1.英伟达在2026年1季度（FY2027Q1）实现极为强劲的增长，总营收达到820亿美元，同比增长85%，环比增长20%，并实现连续第14个季度环比增长。数据中心业务收入达到750亿美元，同比增长92%，环比增长21%，其中数据中心计算收入600亿美元，同比增长77%，数据中心网络收入150亿美元，同比增长近3倍。　　2.5月22日，智谱面向部分企业客户提供GLM-5.1 高速版API“GLM-5.1-highspeed”，模型输出速度达到400 tokens/s，刷新当前全球大模型厂商API的速度上限。国产大模型迭代密集，多维能力持续提升，继续重视产品落地且有收入结构的应用方向，并且关注对算力和Token 运营业务做积极尝试的公司。　　3.5月25日，广东东莞具身智能Infra创企天机智能宣布近日已完成10亿元B轮及B+轮融资，投后估值近百亿，跻身独角兽行列。天机智能本轮融资由高瓴创投、美团战投联合领投，腾讯、高榕创投、光合创投、纪源资本等联合跟投。其官宣文章提到，融资将用于技术研发、大规模量产，及全球销售网络建设。　　【机构观点】　　国金证券指出，当前AI行情处于理性狂热阶段，泡沫已现但并未失控，底层支撑是AgenticAI从辅助工具向自主执行工具的跃迁，验证了“烧钱”到“赚钱”的商业闭环——代表性Agent应用扩散带动Token消耗量激增，头部厂商年度经常性收入（ARR）高速增长，市场从担忧Capex转向奖励投入，支撑算力、光模块、存储等硬件链条上涨。　　【热门ETF】　　机器人ETF华夏（562500）是全市场唯一规模超两百亿、流动性最佳、覆盖中国机器人产业链最全的机器人主题ETF；人形机器人含量超60%，日均成交额超10亿元；近3年业绩回报均显著领先于国证机器人产业指数，助力投资者一键布局中国机器人产业。　　科创人工智能ETF华夏（589010）是机器人的大脑，超50%半导体含量，20%涨跌幅+中小盘弹性，捕捉AI产业“奇点时刻”。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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