The robotics sector has once again seen a post-conference selloff, reinforcing the adage that savvy investors exit positions before industry summits. While Elon Musk's dancing robots secured him trillion-dollar stock incentives and content creators harvested viral material, shareholders were left nursing losses on their charts.
As Musk's bots perform choreography, Chinese robotics researchers are programming combat maneuvers—a spectacle touted as "Wild! Asia-shaking." Yet business harmony remains paramount, recalling how Draymond Green's punch not only floored Jordan Poole but fractured the Warriors' championship chemistry.
Market fissures fuel frustration. After overnight U.S. declines, Friday's (November 7) opening brought fresh panic with narratives of "waking to collapsing bubbles." OpenAI executives' remarks about lacking U.S. government AI subsidies triggered global tech selloffs, dragging down domestic computing plays.
If OpenAI's comments spooked markets, how should investors interpret Nvidia CEO's leaked closed-door prediction that China will dominate AI within 5-10 years? While his lobbying for export controls relaxation serves corporate interests, his genuine respect for domestic computing capabilities suggests more than mere pump-and-dump tactics.
So whose guidance holds weight—industry titans or armchair analysts? Some netizens might claim superior AI insight.
The STAR AI ETF (589520) and its feeder fund (024561) track an index of 30 pure-play AI firms from China's tech board, including domestic GPU, ASIC, and AI software leaders—maximizing local exposure.
Both optical modules and grid equipment benefit from AI, yet grid valuations now outpace optics. With sector bellwether Foxconn Industrial Internet trading at 15x P/E, how can peers justify premium multiples? When bullish analysts tout 20x forward P/Es for AI beneficiaries, skeptics counter: "Why pay more when optics leaders trade at 15x?"
It's like expecting team victory when your star player scores single digits. Optimistically, this signals undervalued core assets.
For concentrated AI exposure, consider China's first ChiNext AI ETF (159363) and feeder fund (023408), offering 54%+ pure-AI allocation. Its 70% computing/20% applications weighting aims to capture the full AI revolution. As of November 6, this 3.5 billion yuan fund averages 700 million yuan daily turnover—leading among seven tracking ChiNext's AI index.
Patience pays—what rises often converges. Recent electrolyte price surges, flagged earlier, recall the lithium boom that minted fortunes. As this cycle renews, Shenzhen's rising star displays Wembanyama-like potential.
Warning: This content doesn't constitute investment advice. Investors must assess risks independently. All positions carry risk—caution warranted.
(MACD golden crosses signal upward momentum for select stocks.)