Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index rose by 0.86%, with notable increases in constituent stocks such as Huahai Chengke (+3.56%) and Tianyue Advanced (+2.31%) [1] - The Sci-Tech Semiconductor ETF (588170) increased by 0.69%, reaching a latest price of 1.03 yuan, with a trading volume of 46.51 million yuan and a turnover rate of 17.59% [1] - The latest scale of the Sci-Tech Semiconductor ETF reached 262 million yuan, marking a one-month high, with the number of shares also hitting a one-month high at 257 million [1] Group 2 - China Unicom's chairman mentioned at the 2025 China Unicom Partner Conference that the company will collaborate with AI technology firms to enhance model architectures and learning mechanisms, focusing on vertical fields and scenario innovation [2] - CITIC Securities believes that as large models continue to evolve, the industry will move towards general artificial intelligence, and AI applications remain promising, particularly in AI edge chips and modules [2] - The recommendation continues for sectors such as telecommunications operators and military communications [2]
AI产业合作加强,机构建议关注芯片等产业链
Mei Ri Jing Ji Xin Wen·2025-07-22 06:15