Among sector-themed ETFs this week, 32 funds recorded net inflows exceeding 100 million yuan. Notably, the Securities ETF, E Fund Robotics ETF, and Science and Innovation AI ETF saw increases of 1.341 billion units, 504 million units, and 1.107 billion units, respectively, with net inflows of 1.61 billion yuan, 720 million yuan, and 709 million yuan.

On the outflow side, 23 sector-themed ETFs experienced net outflows of over 100 million yuan this week. Among them, the Gaming ETF (159869), Gaming ETF (516010), and Defense Industry ETF saw reductions of 1.402 billion units, 513 million units, and 533 million units, respectively, corresponding to net outflows of 1.887 billion yuan, 684 million yuan, and 643 million yuan.

It is worth noting that robotics and AI-related ETFs saw significant buying activity this week, with fund units reaching their highest levels in nearly a year.

Market Trends and Unit Changes of E Fund Robotics ETF (159530)

A securities firm noted that from the perspective of humanoid robotics mass production, 2025 will be a breakthrough year. Mass production at the scale of tens of thousands of units will drive downstream supply chains into a phase of confirmed volume growth. Additionally, data collection and training at this scale are expected to effectively address the challenge of data scarcity, advancing humanoid robots toward more generalized and practical applications.

Market Trends and Unit Changes of Science and Innovation AI ETF (588790)

Another securities firm stated that in the second half of 2025, the investment focus in the tech industry will continue to revolve around AI. With ongoing advancements in large-scale models and Chinese tech companies' exploration of ecosystems and real-world applications, AI is transitioning from isolated technological progress to broader productivity implementation. AI-driven improvements in product formats and production efficiency have already transformed specific product types or industry landscapes in sectors such as advertising, gaming, enterprise software, and smart vehicles, creating new value. Investors are advised to closely monitor the expansion of the AI ecosystem and the investment opportunities arising from its application in niche industries.