“人工智能+”持续加速落地，人工智能AIETF（515070）持仓股四维图新上涨超4%

Group 1 - The A-share market opened strongly with significant volume, particularly in the technology sector, including 5G communication, smart vehicles, innovative pharmaceuticals, and consumer electronics [1] - The AI ETF (515070) saw a rise of over 1% after opening, with a trading volume exceeding 20 million [1] - The release of the DeepSeek-R1 model has heightened market expectations for the upcoming R2 model, which is reported to have a parameter scale of 1.2 trillion, nearly double that of the previous R1 model at 671 billion [1] Group 2 - Guohai Securities notes that as large model capabilities continue to improve, AI Agents are evolving from mere tools to "virtual employees" within enterprises, indicating a fundamental shift in the role of AI [2] - For instance, Salesforce's AI customer service product has achieved a conversation cost of only $2, significantly lower than the $7-9 cost of human customer service, demonstrating AI's potential for cost reduction and human replacement [2] - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, foundational resources, and applications in the AI sector, with top-weighted stocks including Cambricon, Hikvision, and iFlytek [2]