Yingda Fund recently released its second quarterly report for 2026. According to the second quarterly report of Yingda Flexible Allocation managed by fund manager Liu Yubin, looking ahead to the next stage, the fund is still optimistic about humanoid robot industry chain opportunities, especially Tesla's Optimus supply chain, focusing on leading core Tier 1 and key component companies, strengthening performance and order orientation, and focusing on the mass production progress of leading global players and the pace of commercialization of the domestic supply chain. Liu Yubin judged that data is the core foundation for general-purpose intelligent iteration. In the future, the layout will be increased, and high-quality targets with self-developed hardware collection barriers will be built, and the storage framework will continue to be improved.

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