On July 28th, Yingda Fund unveiled the second-quarter report for 2026 concerning its funds. In the second-quarter report of Yingda Flexible Allocation, fund manager Liu Yubin indicated that, moving forward, the fund will maintain a bullish stance on the prospects within the humanoid robot industry chain, with a special emphasis on the Tesla Optimus supply chain. The fund intends to concentrate on retaining stakes in leading companies within the core Tier 1 and essential component sectors, keeping a close watch on their performance and order trends, and focusing on the mass production progress of global frontrunners as well as the commercialization strides of the domestic supply chain.

Liu Yubin is of the opinion that data serves as the linchpin for the iterative enhancement of general-purpose embodied AI. Looking ahead, the fund will ramp up its investments in top-tier companies that not only boast proprietary hardware advantages for data acquisition but also possess a comprehensive end-to-end data closed-loop system. This strategic move aims to continually refine the portfolio's structure.