As of 14:08 today, the robot ETF (562500) continued its adjustment trend, with the latest price being 1.034 yuan, a decrease of 1.05%. The intraday high was 1.049 yuan and the low was 1.028 yuan. The time-sharing trend fluctuated downward, and the overall operation was below the time-sharing moving average, with obvious short-term pressure. In terms of holdings, constituent stocks generally fell, with only 17 of the 73 holdings rising. Buke shares rose 15.44%, and East China CNC and Bojie shares also rose strongly by more than 10%, bringing some support to the disk; However, Jingye Intelligent, Xinbang Intelligent, Weichuang Electric, etc. fell by more than 5%, dragging down the performance of the index. In terms of transactions, the turnover was about 923 million yuan, which was slightly larger than the previous period, indicating that intraday hands turnover was still active.

In news, Foxconn said on Tuesday that it will deploy humanoid robots at its Houston factory, which makes artificial intelligence servers for Nvidia. Foxconn also said it will continue to expand its AI server production scale in Texas, Wisconsin and California to meet growing demand.

The picture shows the humanoid robot driven by the Isaac GR00TN model (data map)

Musk announced at the Third Quarter Revenue Telephone in 2025 that he had planned to postpone the mass production target of 5,000 Optimus puppet robots by 2025 and postpone the mass production time to the end of 2026. Musk announced the latest roadmap at the telephone conference: the third generation Optimus will be released in the first quarter of 2026 (expected from March 2), the new product is described as "like a human robot shell" and is authentic enough for people to "stamp the verification". At the same time, the annual production line of millions of units is being accelerated, and production is scheduled to officially start at the end of 2026.