Group 1 - The popularity of stablecoins is rising, with a resonance between the digital currency and AI industry chains [1] - The AI ETF (515070) has seen significant gains, with stocks like NewEase rising over 5%, and other tech stocks such as Zhongji Xuchuang, Guangxun Technology, and Shenzhou Taiyue also experiencing increases [1] - Meta AI has launched its first generative video editing feature, allowing users to make intelligent changes to clothing, scenes, and lighting with over 50 preset AI prompts, currently available in more than ten countries [1] Group 2 - China International Capital Corporation (CICC) believes that domestic large models are approaching international standards in key areas such as multimodal capabilities and inference efficiency, with a focus on companies that can commercialize these technological advantages [1] - The industry is entering an "application verification period," with high-value sectors like healthcare and finance becoming the main battlegrounds for competition, where technical barriers and industry know-how are crucial for long-term advantages [1] - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and applications for AI, focusing on the midstream and upstream of the AI industry chain [1] Group 3 - The top ten weighted stocks in the AI ETF include leading domestic tech companies such as Cambricon Technologies, Hikvision, Zhongji Xuchuang, Zhongke Shuguang, iFlytek, Weir Shares, NewEase, Lanke Technology, Kingsoft, and Unisplendour [1]
稳定币热度再起,人工智能AIETF(515070)持仓股新易盛大涨超6%