Sou Hu Cai Jing·2025-05-07 11:11Group 1 - The core viewpoint highlights the active trading of the AI ETF on the STAR Market, with a turnover rate of 13.40% and a strong rebound of 5.20% last week, continuing this week [1] - The China Securities Regulatory Commission has issued a plan to promote high-quality development of public funds, encouraging investment in emerging technologies like AI and big data [1] - Major tech companies including Meta, Microsoft, Amazon, and Google are projected to spend over $76.5 billion in capital expenditures in Q1 2025, marking a 64% year-on-year increase [1] Group 2 - The political bureau has refocused on AI after nearly seven years, emphasizing foundational research, talent cultivation, international cooperation, and regulation [1] - Domestic demand and overseas markets are expected to run in parallel, with technological innovation aiding software and hardware companies in expanding internationally [1] - The report from Shanxi Securities indicates that global trade frictions and uncertainties in U.S. tariff policies are increasingly affecting the high-tech sector, particularly in chip exports and electronic components [2] Group 3 - The shift towards domestic substitution and self-reliance in technology is becoming clearer, with structural opportunities emerging in AI chips, lithography machines, and advanced packaging [2] - The AI sector is transitioning from scale expansion to quality improvement, aligning with the development trends of the intelligent era [2]