Roborock(SH:688169) Xin Lang Ji Jin·2025-07-14 06:07Group 1 - The core focus is on the active performance of the domestic AI industry chain ETF, Huabao (589520), which saw a price increase of 0.58% with notable gains in constituent stocks like Stone Technology and Obsidian Light [1] - The launch of xAI's latest large language model, Grok 4, represents a significant leap in training computation, achieving a 100-fold increase in training volume compared to Grok 2, supported by a supercomputer built with 100,000 H100 GPUs [2][3] - The rapid development of ASIC chips by companies like Google, Amazon, and Meta is expected to exceed 7 million units by 2026, driving strong demand for AI-PCB and core computing hardware [3] Group 2 - Domestic AI company DeepSeek is positioned to break through overseas computational barriers, establishing a foundation for the growth of local AI firms [4] - The Huabao ETF is strategically focused on the domestic AI industry chain, balancing investments across application software, terminal applications, terminal chips, and cloud chips, which are expected to benefit from the acceleration of AI integration [4] - The electronic ETF (515260) tracks the electronic 50 index, heavily investing in semiconductor and consumer electronics sectors, covering key areas such as AI chips, automotive electronics, and cloud computing [5]