2025世界人工智能大会明日开幕；“加速进化”完成新一轮融资

Market Overview - The AI and robotics sectors experienced a significant rally on July 24, with the Huaxia Sci-Tech AI ETF (589010) closing up 0.58%, showing a fluctuating trend throughout the day and a slight increase in the last trading moments [1] - The leading stocks included Hehe Information, which surged by 6.23%, and Tianzhun Technology, which rose by 3.64%, with several other stocks like Foxit Software and Fudan Microelectronics also seeing gains of over 2% [1] - The Robotics ETF (562500) increased by 1.48%, demonstrating strong growth momentum throughout the day [1] - A notable market trend is the "de-involution and capacity reduction," with the robotics sector's strong growth characteristics making it a potential investment focus [1] - Over 60 component stocks in the robotics sector showed positive performance, with Huachen Equipment leading at 8.58% and Dazong Laser at 7.87% [1] - The total trading volume for the day reached 1.11 billion yuan, with a turnover rate of 6.96%, indicating a release of trading volume beyond the usual levels and reflecting optimistic market sentiment [1] - The latest scale of the Robotics ETF reached 15.967 billion yuan, setting a new record and approaching the 16 billion yuan mark, significantly surpassing comparable funds [1] Key Events - The 7th World Artificial Intelligence Conference will take place in Shanghai from July 26 to July 28, featuring a record exhibition area of over 70,000 square meters and attracting more than 800 participating companies, with over 50% being international [2] - Beijing Accelerated Evolution Technology Co., Ltd. announced the completion of A+ round financing on July 24, following a previous A round led by Shenzhen Capital Group in June [2] - Google plans to integrate online shopping with generative AI, launching an AI Mode shopping feature in the U.S. this fall, which will generate clothing images based on descriptions [2] Institutional Insights - Dongwu Securities suggests that as users consume tokens at an increasing rate, the advantages of larger Scale Up supernodes in reasoning performance will become more pronounced [3] - The proposed solution of expanding Scale Up supernodes using PCB, copper interconnects, and optical interconnects is considered one of the optimal strategies, with interconnect bandwidth demand expected to grow rapidly due to the "multiplier effect" [3] Popular ETFs - The Robotics ETF (562500) is noted as the only fund in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) is described as the "brain" of robotics, with a 20% fluctuation limit and small to mid-cap elasticity, aimed at capturing pivotal moments in the AI industry [4]