Seek .(US:SKLTY) Mei Ri Jing Ji Xin Wen·2025-07-21 03:34Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech Artificial Intelligence ETF (589010), which rose by 0.38% after a brief dip, indicating a stable market awaiting a significant rise in the AI sector [1] - The leading stocks in the ETF include Yuke Technology, which surged by 7.23%, and Lingyun Optics, which increased by 5.08%, with several other companies like Hengxuan Technology and Loxin Technology also showing gains of over 2% [1] - The trading volume was robust, with a turnover rate of 3.61% and a total transaction amount of 2.71 million, reflecting a steady market sentiment [1] Group 2 - The latest ranking from the LMArena, a reputable global model ranking organization, placed the Kimi K2 model developed by Beijing Moon Dark Side Technology at the top of the global open-source model list, receiving over 3,000 community votes and ranking fifth overall in the model arena [1] - Dongwu Securities noted that the demand for AI is driving the equipment supply chain, with advanced processes continuing to expand. The training cards were previously dominated by Nvidia, while inference cards can be effectively produced on domestic 12nm platforms, enhancing cost-effectiveness [1] - Domestic IC design companies like Tian Shuzhixin are beginning to transition inference cards to the domestic supply chain, which is expected to benefit related sectors such as advanced packaging [1]