ETF Review: STAR 50 Drops 2%, Humanoid Robot Sector Rallies, Robot ETF Gains 4%

In the ETF review, banking, petrochemicals, home appliances, defense, coal and traditional Chinese medicine stayed firm throughout the session. In the afternoon, the humanoid robot sector extended its rally, while optical communications and CRO rebounded. The STAR 50 index closed down 2%. The Robot ETF rose 4%, while the STAR Semiconductor ETF and Semiconductor Equipment ETF each fell 5%. The split performance points to a rotation toward robotics and defensive sectors as semiconductor names weakened. Market watchers attributed the robot sector’s strength to sustained interest in embodied AI and humanoid commercialization, even as the broader tech index remained under pressure. Related ETFs saw active trading, underscoring rapid rotation among themes during the session. The divergence reflected cautious sentiment on chip equipment and continued appetite for humanoid robotics exposure. Overall, thematic flows favored robotics over semiconductors.