科创板人工智能ETF（588930）盘中溢价，芯原股份涨超4%，机构：2025年有望迎来“中国AI”的投资机会

Group 1 - The A-share market opened lower on May 27, with the AI index down by 0.1% and the related ETF, the Sci-Tech Board AI ETF (588930), down by 0.27% with a premium trading rate of 0.05% [1] - Among the constituent stocks of the Sci-Tech Board AI ETF, Chip Origin Co., Ltd. rose over 4%, China Post Technology increased over 3%, and Espressif Systems gained over 2% [1] - The Sci-Tech Board AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Board AI Index, which selects 30 large-cap companies involved in providing foundational resources, technology, and application support for AI [1] Group 2 - Major AI companies are accelerating the deployment of new models and applications, as seen in Google's I/O developer conference where multiple AI models and applications were launched [2] - The Gemini series of models was fully upgraded, with plans for deployment across various platforms including mobile phones, watches, cars, and TVs, enhancing terminal products [2] - OpenAI announced the Responses API for Agent development, which supports MCP, indicating a potential rapid improvement in AI Agent development efficiency and interaction capabilities [2] - Tianfeng Securities highlights the trend of AI integration into consumer devices, suggesting significant investment opportunities in China's AI sector by 2025 [2] - Huaxi Securities expresses optimism about the rapid development of AI, noting that companies that strategically invest in AI are likely to see accelerated performance growth [2]