特斯拉提供积极产能准备指引，机器人ETF易方达（159530）近一周资金净流入居同类ETF首位

证券之星07-10 18:40

今日人形机器人概念逆势活跃，截至收盘，国证机器人产业指数上涨0.6%。同花顺iFinD数据显示，截至昨日，机器人ETF易方达(159530，联接基金A/C：020972/020973)近一周获资金净流入约26亿元，居机器人ETF首位。

消息面上，特斯拉近期向Optimus供应链下发了更具体的零件采购与产能指引，要求供应商9月将产能提到1000台/周，并在年底进一步提升到2000-2500台/周。以此估算，供应商侧2026年底将具备约10万台Optimus的零部件年化供应能力，这与此前市场较为乐观的预期相符。

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