How can we safely seize this historic wave of technological dividends?

[shapanwwuom]

It is becoming increasingly certain that the robotics industry chain will explode in 2025.

Wind data shows that the total net buying amount of institutional, major and other funds today exceeded 100 billion yuan, which is a rare performance since November last year, and has strongly stimulated the market's bullish enthusiasm.

Although the A-share market saw a significant correction in the first two weeks of 2025, large funds did not cool down. Instead, there were signs of bottom-fishing against the trend, with equity ETFs seeing a net inflow of 30 billion yuan against the trend. Among them, some popular track sectors that are strongly favored by the market, such as robots, AI, and chip industry chains, have also received special attention from funds.

From the perspective of the entire market's capital side, these job seekers data sectors are more obviously sought after by funds. In the past five days, the net inflow of major forces has been over 10 billion yuan, even far exceeding the high-interest blue-chip sectors such as banks, insurance, energy, etc. that have always been sought after by big funds.



Funds always flow without profits. The reason why they have recently increased their holdings in the track sector represented by the humanoid robot industry chain is the combined force of the demand for risk aversion and the embrace of a certain investment direction.

In the past two weeks, there have been more uncertainties in the domestic and foreign markets, especially Trump's upcoming return next week and the Federal Reserve's repeated hawkish stance in its approach to the interest rate cut cycle, which have caused turmoil in global markets. At the same time, this week China and the United States have successively released important macroeconomic data such as GDP, margin trading, inflation, and employment that may affect the financial and interest rate markets. A large amount of funds are willing to choose high-certainty sectors for risk aversion.

Among them, the humanoid robot industry has recently received intensive and major favorable stimuli, which has also provided sufficient topics for market speculation. The industry's growth is highly certain and is more likely to be recognized by capital.