SED(SZ:000032) Xin Lang Cai Jing·2025-06-25 06:44Group 1 - The A-share market is experiencing an upward trend driven by the fintech sector, with the Shanghai Composite Index surpassing 3450 points [1] - The AI sector saw significant gains, with stocks in the AI ETF (515070) such as Lexin Technology and Shenzhen Sanda A rising over 5% [1] - A joint opinion from six departments emphasizes the need to strengthen the financial foundation of the macro economy, support employment and income growth, optimize insurance protection, and actively cultivate consumer demand [1] Group 2 - According to Shenwan Hongyuan Securities, the download volume of domestic open-source large models has increased by 300% year-on-year, with the developer community exceeding 2 million, significantly lowering the application threshold for small and medium-sized enterprises [1] - Cloud vendors are upgrading from Infrastructure as a Service (IaaS) to scenario-based services through Model as a Service (MaaS), with the growth rate of derivative markets such as fine-tuning toolchains and evaluation platforms reaching 60% [1] - The open-source ecosystem is shifting the industry from "model competition" to "service ecosystem competition," accelerating the commercialization process of long-tail scenarios [1] Group 3 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks for artificial intelligence [1] - The top ten weighted stocks in the ETF include leading domestic technology companies such as Cambricon Technologies, Hikvision, and iFLYTEK [1]