2 1 Shi Ji Jing Ji Bao Dao·2025-06-12 02:28Group 1 - The A-share market experienced a collective decline on June 12, with the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index dropping by 0.29% [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) fell by 0.27%, with a premium/discount rate of 0.03% during the trading session [1] - Notably, the Sci-Tech Innovation Board Artificial Intelligence ETF (588930) saw a net inflow of over 27 million yuan in the last two trading days (June 10-11) [1] Group 2 - NVIDIA announced a series of AI infrastructure collaboration plans in Europe during the first GTC Paris on June 11, partnering with companies in France, the UK, Germany, and Italy [2] - NVIDIA is establishing and expanding AI technology centers in Germany, Sweden, Italy, Spain, the UK, and Finland, including a cloud platform powered by 18,000 NVIDIA Grace Blackwell systems in collaboration with Mistral AI in France [2] - According to Zheshang Securities, AI Agents have explosive potential to reshape the computer industry value, enhancing domestic computing power demand and improving industry gross margins [2] Group 3 - According to Jiao Yin International, while technology stock valuations have not returned to previous highs, they have largely recovered, and investors are advised to focus on areas with high certainty [3] - Artificial intelligence is expected to be a key technological change in the near future, with market attention likely shifting back to infrastructure construction progress and application realization as key industry chain companies complete product upgrades [3] - Investors are encouraged to continue monitoring the domestic innovation process in the technology industry chain, including domestic semiconductor design, equipment, and manufacturing [3]