Mei Ri Jing Ji Xin Wen·2025-05-21 02:00Market Overview - On May 20, 2025, the Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) rose by 1.08%, with Zhongyou Technology leading the gains at 5.56%, followed by Stone Technology and Chip Origin [1] - The Robot ETF (562500) increased by 0.35%, with Xinbang Intelligent surging by 19.99%, and other stocks like Dongjie Intelligent and Weichuang Electric also seeing gains exceeding 5% [1] - The trading volume reached 474 million yuan, making it the top performer among similar ETFs, with a turnover rate of 3.6%, indicating active market participation [1] Key Developments - The Zhejiang Provincial Government issued measures to support AI innovation, focusing on embodied intelligence applications and establishing industry bases and public testing environments [1] - The measures encourage state-owned enterprises to develop at least 50 application scenarios in future factories and smart parks, creating "model rooms" and "experience centers" for embodied intelligence [1] - Support for smart terminal consumption includes subsidies for smart home robots and smart glasses, with a maximum of 2,000 yuan per item based on 15% of the product price [1] Company Innovations - Tencent launched the Mixed Yuan Game Visual Generation Platform, an industrial-grade AIGC game content production engine that significantly optimizes game asset generation and production processes [2] - This platform provides AI tools for game designers, enhancing the efficiency of game art design by several times [2] - Apple is preparing to allow third-party developers to use its AI models to create software, aiming to stimulate new applications and enhance device attractiveness, with an announcement expected at the upcoming developer conference [2] Institutional Insights - CITIC Securities reported that the rapid progress of AI agents is likely to sustain an upward trend in the AI industry chain [3] - Continuous iteration of AI models and technologies benefits software companies with data, customers, and scenarios, potentially increasing ARPU and project pricing [3] - Growing demand for model privatization favors integrated machines, hyper-converged solutions, and B2B service outsourcing companies [3] Popular ETFs - The Robot ETF (562500) is the largest robot-themed ETF in the market, facilitating investors' access to the Chinese robotics industry [4] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is positioned as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a focus on small and mid-cap stocks [5]