NKY(SZ:300109) Xin Lang Cai Jing·2025-05-29 09:30Group 1 - The A-share market closed positively, with the Sci-Tech 50 Index ETF (588870) rising by 1.71%, ending a seven-day decline, and achieving a turnover rate of over 14%, the highest among its peers [1] - The Sci-Tech 50 Index ETF (588870) has seen a premium of 0.19% at closing and has recorded net inflows for ten consecutive days, with a net inflow rate of 112% over the past 60 days [1] - Major stocks within the Sci-Tech 50 Index ETF saw gains, including Junshi Biosciences up over 7%, Kingsoft Office and Zhongwei Company up over 3%, and others showing positive performance [3] Group 2 - CITIC Securities forecasts that AI will remain a key investment theme in the second half of 2025, driven by continuous advancements in large models and the exploration of applications by Chinese tech companies [4] - The AI industry in China has gained sustained attention, particularly following the impact of DeepSeek, with expectations for the release of DeepSeek R2 and GPT-5 in the latter half of the year [4] - Investment opportunities are anticipated in the expansion of the AI ecosystem and its application across various sectors [4] Group 3 - The performance of foundational models is improving rapidly, with a notable increase in cost-effectiveness expected in the first half of 2025, driven by advancements in model capabilities and reduced pricing [5] - The infrastructure for computing power remains robust, with significant capital expenditures from major cloud service providers in North America and China, indicating strong market demand [6] - Domestic chip manufacturers are expected to accelerate production due to restrictions on high-end chip access from the U.S., leading to a focus on developing advanced manufacturing capabilities [6] Group 4 - The Sci-Tech 50 Index ETF (588870) has outperformed its peers since its launch on January 27, 2025, with a 3.05% increase compared to the index's 1.18% [7][8] - The ETF tracks the top 50 stocks in the Sci-Tech sector, covering various industries such as electronics, pharmaceuticals, and computing, with low management and custody fees [7]