SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-06-05 00:57Market Overview - On June 4, 2025, the Sci-Tech AI ETF Huaxia (589010) rose by 0.2%, with leading stocks such as Optoelectronics increasing by 4.65%, Youfang Technology by 2.96%, and Kingsoft Office by 2.72% [1] - The Robotics ETF (562500) increased by 0.6%, with stocks like Yijiahe rising by 5.65%, Optoelectronics by 4.65%, and Green Harmony by 4.61% [1] - The trading volume for the day was 441 million yuan, making it the top ETF in the same category, with a turnover rate of 3.43%, indicating active market transactions [1] Key Developments - On June 5, OpenAI launched significant updates for ChatGPT, including a meeting transcription mode for macOS users and support for the MCP protocol, enabling integration with tools like GitHub and SharePoint [2] - OpenAI reported that its paid enterprise users have surpassed 3 million, a substantial increase from 2 million reported in February, and projected revenue for the year is expected to reach $12.7 billion, up from a previous estimate of $3.7 billion [2] AI Model Launch - Hugging Face introduced an open-source AI model named SmolVLA, known for its smaller scale and superior performance in both virtual and real environments compared to larger models [3] - The model features 450 million parameters and can run on consumer-grade GPUs, making it accessible for affordable hardware systems [3] Institutional Insights - GF Securities believes that the tech sector, particularly AI-related stocks, has met necessary conditions for a rebound after three months of adjustment, with TMT transaction volume reaching the lower bound of the 2023 AI narrative [4] - The firm noted that the financing balance is at a low point for the year, potentially providing incremental capital for future market movements, with key product launches from major companies in June being critical [4] Popular ETFs - The Robotics ETF (562500) is the only fund in the market with over 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Sci-Tech AI ETF Huaxia (589010) is positioned as the "brain" of robotics, with a 20% fluctuation range and the ability to capture pivotal moments in the AI industry [5]