Yushu to Incorporate into the Humanoid Robot ETF; Industrial Chain Holdings Revealed
Ai Focus
Wall Street Journal article discusses the world's largest humanoid robots ETF, Yushu IPO, and the configuration of the robotics industry chain, with a focus on the robotics supply chains and commercialization in China and the United States.
外媒:华尔街见闻援引基金经理观点称,全球最大人形机器人ETF将纳入宇树相关资产。文章同时梳理了该基金的持仓结构,以及人形机器人产业链的主要环节。
ETF覆盖全产业链
KOID并非只押注单一整机厂商,而是跟踪人形机器人与物理 AI 指数,持有全球 51 至 58 只股票。科技、工业制造和消费品是主要配置方向,北美和亚洲占比接近。
中国供应链占比不低
文章提到,科威尔、领益智造、柯力传感等A股公司已进入持仓。基金经理还表示,不会给中国标的设上限,因为中国企业在部分核心零部件上已处于领先位置。
商业化仍在早期
报道也指出,人形机器人目前更多停留在展示和试验阶段,真正落地仍要看医院、酒店、工厂等场景。业内人士认为,泛化能力、长时程任务和成本下降,仍是行业要先解决的问题。
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