AI and Robot Speed Report | Universe Tree Participates in 2025 World Robot Competition as "Double-Role" Player; Huawei Releases AI Inference Innovation Technology UCM!
【Market Review】
August 12th, the Shanghai Composite Index rose by 0.50% to close at 3665.92 points, achieving a new high for the year and sparking a surge in AI-related stocks, including optical modules, GPUs, and servers. The Hua Xia AI ETF (589010) gained 2.66%, with its daily maximum increase reaching 3.16%, setting a record high. Major holdings include Hanwu Credit, which rose by 20% to hit the daily limit, with market capitalization exceeding CNY 350 billion; Xianrong shares surged by 9.24%, while Shitou Technology and Yikei Technology followed suit. The Robot ETF (562500) fell by 0.42%, with its daily decline narrowing gradually, signaling a potential rebound. Major holdings include Xinjie Electric, which rose by 3.75%, while Ouba Middle Light fell by 5.80%, with Huadong Control and Xiaxia Precision declining by over 3%. Liquidity stood at CNY 10.04 billion, with turnover reaching 6.25%, indicating a moderate increase in market activity.
【Hot News】
1. According to Universe Tree's official WeChat account, the company will participate in the first-ever World Robot Competition from August 14th to 17th. During the event, aside from the Universe Tree team, other teams will also use Universe Tree's hardware to compete (using their own algorithms), with Universe Tree only participating in certain projects rather than all of them.
2. On August 12th, Huawei officially released its AI inference innovation technology UCM (Memory Data Manager). As a KV Cache-based reasoning acceleration kit that integrates multiple types of caching acceleration algorithms and hierarchical management tools for memory data generated during the reasoning process, UCM can expand the reasoning context window, achieving high throughput and low latency while reducing per-token reasoning costs.
3. Artificial intelligence startup Perplexity submitted a proposal to Google on August 12th in the eastern United States to acquire its Chrome browser business for $345 billion, aiming to challenge this tech giant in the global internet search market. The offer has received full support from several major venture capital firms, far exceeding Perplexity's current estimated value of around $18 billion.
【Institutional Views】
Goldman Sachs believes that after the "DeepSeek innovation wave", we are seeing global leading model manufacturers rapidly releasing products with stronger capabilities; on the user side, accelerated token consumption is driving continued growth in computing power demand. In 3Q25, with the highly anticipated GPT-5 release, we believe that top-level large models will enter a concentrated release period, driving market sentiment and reaffirming our positive view on investments related to the computing power industry chain.
【Popular ETFs】
The Robot ETF (562500) is the only robot-themed ETF with a scale exceeding CNY 100 billion, offering excellent liquidity and comprehensive coverage of China's robotics industry. It helps investors easily allocate to China's robotics industry.
The Hua Xia AI ETF (589010) is the brain of machines, with 20% daily fluctuations and mid-to-small-cap elasticity, capturing the "inflection point" of the AI industry.
Daily Economic News