AI大模型持续迭代，Kimi发布K2模型，科创AIETF(588790)最新规模创新高，近5日“吸金”超6500万元

Core Viewpoint - The recent developments in the AI sector, particularly the release of the Kimi K2 model and the performance of the Sci-Tech AI ETF, indicate a growing interest and investment in AI technologies, with significant market movements and positive feedback from industry leaders [3][4]. Group 1: AI Model Developments - The Kimi K2 model, released by 月之暗面, features a MoE architecture with a total of 1 trillion parameters and 32 billion active parameters, achieving top performance in various benchmark tests [3]. - Elon Musk's xAI has also launched the Grok4 model, which has shown strong performance in multiple tests, highlighting the intensifying competition in the global AI model landscape [4]. Group 2: ETF Performance and Metrics - The Sci-Tech AI ETF has reached a new high in scale at 4.51 billion, ranking first among comparable funds [5]. - In the past week, the ETF's shares increased by 30 million, placing it second in terms of new shares among comparable funds [6]. - The ETF has seen a net inflow of 65.07 million over the last five trading days, with an average daily net inflow of 13.01 million [6]. Group 3: Financial Performance and Returns - The Sci-Tech AI ETF has achieved a net value increase of 12.93% over the past six months, with a maximum monthly return of 15.59% since its inception [6]. - The ETF's tracking error over the past six months is 0.030%, the highest precision among comparable funds [7]. - The current price-to-book ratio of the underlying index is 7.59, indicating a valuation that is lower than 89.55% of the time since the index's inception, suggesting attractive valuation [7]. Group 4: Industry Outlook - The AI companionship products, such as EVE, are entering beta testing and showing promising results, indicating a potential surge in demand for AI applications [4]. - Companies like 恺英网络, 盛天网络, 快手-W, and 美图公司 are recommended for their advantages in technology and application scenarios within the AI sector [4].