AI全产业链受益度有望提升，科技赛道走强，电子ETF（159997）大涨1.62%、计算机ETF（159998）涨近1%

Group 1 - The computer sector stocks showed strong performance in the morning, with Weining Health rising over 10% and Guanghuan Xinwang and Jiangbolong increasing over 4% [1] - The Computer ETF (159998) rose over 1.6% in the morning, with a cumulative increase of 7.66% for the week, driven by the rise of heavy-weight stocks [1] - The Computer ETF (159998) attracted significant capital, with a net subscription of approximately 140 million shares over the past five trading days [1] Group 2 - The electronic ETF (159997) increased by 1.62%, and the Tianhong Sci-Tech Innovation Index ETF (589860) rose by 0.84% [2] - The People's Bank of China plans to develop a new stage financial technology development plan and will collaborate with the National Data Bureau on pilot projects to enhance data capabilities in financial institutions [2] - Since 2025, the computer industry has outperformed the Shanghai Composite Index and CSI 300, with this year's growth rate being in the mid-range among all industries, although institutional holdings remain at historical lows [2] Group 3 - Current domestic AI investments show a mismatch between short and long-term strategies, with the second half of the year seen as an opportune time for positioning [2] - The anticipated release of the DeepSeek R2 version in the second half of the year is expected to enhance the benefits across the entire domestic AI industry chain [2] - Market expectations suggest that the DeepSeek R2 version will achieve significant advancements in multi-modal integration, real-time decision-making capabilities, and versatility in vertical scenarios, benefiting AI applications and computing power [2]