NVIDIA GTC Spotlights Robotics as Robot ETF South Surges Over 3%

At 10:46 on October 20, Robot ETF South (159258) climbed 3.78%, with turnover reaching 23.58 million yuan, as investors reacted to NVIDIA's GTC conference in Berlin. The event runs from October 20 to 22, and CEO Jensen Huang is scheduled to deliver a keynote on October 21.

This year's GTC shifts the emphasis from selling GPUs toward selling AI factories, according to the official agenda. The conference is set to focus on accelerated computing, with robotics positioned as a key application track. The source described the event as a platform for showcasing how accelerated computing can support AI infrastructure and embodied intelligence.

The ETF's gain reflects market optimism that NVIDIA's roadmap and ecosystem updates could benefit robotics-related companies. Investors are watching Huang's keynote for details on computing platforms, AI factory deployments and robotics applications. The rally underscores growing interest in embodied AI and automation themes. The source did not disclose further financial data or the ETF's holdings in the available abstract.