Robot stocks have become popular again, and HUMN, an actively managed ETF focused on humanoid robots, is worth studying I think this direction is worth paying attention to because AI may move beyond screens and enter factories, warehouses, logistics, elderly care, and home services in the next step If the big model is the brain of AI, then the humanoid robot is the body of AI Tesla is currently promoting Optimus, while Uber, Hyundai, and Rainbow Robotics are also continuing to commercialize it. Morgan Stanley even predicts that by 2050, the market size of humanoid robots may reach approximately $5 trillion But the problem is that ordinary investors find it difficult to determine who will ultimately win Buying TSLA is betting on Tesla; A must-have for buying high-quality products, it's betting on Chinese humanoid robots; Buying parts from a company is a guarantee of the supply chain; Buying a chip company involves investing in computing power and control systems And HUMN's logic is not to just bet on a single company, but to directly buy a basket of robot industry chain companies Its holdings include TSLA, Youbi Xuan Harmonic Drive、 Green Harmonic, Hyundai Motor, TER, Rainbow Robotics, and others span across the United States, China, Japan, and South Korea, with both whole machine companies and precision transmission, automation, and robot supply chains My own configuration strategy is relatively simple, and the core positions are still placed in relatively stable places, such as QQ For high growth themes like robots, I prefer to treat it as a satellite warehouse rather than a combination main warehouse If we really have a positive outlook on the robotics industry in the next 10 years, I think it would be more appropriate to put 5% -15% on themed ETFs like HUMN. I would probably put around 10% myself Of course, its risks cannot be ignored. HUMN is still a new fund with a relatively short history and a relatively small scale. The 0.75% fee rate is not low, and the volatility of the thematic ETF itself will be greater than that of the broad-based fund. In addition, there are many Chinese, Japanese, and Korean companies in the portfolio, and geopolitical policies and exchange rates can bring variables Friends who are interested in the robotics track can put it on the watchlist as a small position direction to bet on "AI moving from software to the real world" If robots are really the mainstay of the next 10 years, how much space are you willing to give them? This article is sponsored by Biyapay | Biyapay is a multi asset trading platform where one account can trade assets such as cryptocurrencies, US stocks, Hong Kong stocks, and futures. Currently, US stock trading enjoys a commission discount of 0 During the period of 7.6-7.21, there are also new employee benefits: Deposit starting from 50 USDT and receive a deduction of 30 USDT handling fee; If the net deposit reaches 200/10000 USDT and the holding period is met, you can receive a reward of 10/50 USDT; Accumulated trading of over 2000 USD in the US stock market, receive 0.02-0.1 AMAT shares Entrance: https://(biyapay. com)/re/3809680 The above is not investment advice, DYOR