Yushu to Incorporate into the Humanoid Robot ETF; Industrial Chain Holdings Revealed
Wall Street CN
56m ago
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.
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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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