Tesla releases "Optimus Prime" running video! ChiNext 50 ETF up 0.83%, institutions suggest focusing on the robotics industry chain.

date
04/12/2025
On December 4th, the market initially fell in the morning but then rebounded, only to fall again towards the end of the day. The ChiNext Index rose by more than 1% at one point during the day. In terms of sectors, the robotics sector led the market. The ChiNext 50 ETF experienced a rebound, rising by 0.83% to 1.455 yuan by midday closing, with a turnover rate of 3.58% and a trading volume of 8.98 billion yuan, ranking first among similar ETFs. In terms of news, on December 3rd, Tesla CEO Musk retweeted a short video of a humanoid robot from the Tesla Optimus Prime Team running on a social platform. The team captioned the video by saying they had just broken a personal record in the lab. Additionally, US Commerce Secretary Rethnic has been meeting frequently with CEOs in the robotics industry, expressing full support for accelerating its development and mentioning that the Trump administration is considering issuing an executive order on robots next year. Citic Securities' research report indicated that the hardware design of robots is close to completion, with Musk expecting Optimus V3.0 to be released in Q1 2026 and mass production to begin by the end of 2026. China's supply chain plays a crucial role in Tesla's robot development, and with production accelerating, it is recommended to pay attention to companies in the Tesla robot industry chain. For investors optimistic about the long-term development of China's technology growth sector, the ChiNext 50 ETF provides a convenient and efficient investment tool. Investors can trade the ChiNext 50 ETF directly through a stock account or invest through a linked fund. Experts recommend investors to use a regular investment or phased position-building approach to smooth out short-term fluctuations, and to closely monitor the performance realization and policy implementation progress of index components.