Cambricon(SH:688256) Sou Hu Cai Jing·2025-07-25 06:41Group 1 - The core viewpoint of the news highlights the rising interest in the domestic AI industry, particularly through the performance of the Huabao Sci-Tech AI ETF (589520), which saw a price increase of over 3% and a trading volume exceeding 20 million yuan on July 25 [1] - The Huabao Sci-Tech AI ETF has experienced a net inflow of funds totaling 13.32 million yuan over the past four days, indicating positive market sentiment towards the sector [1] - Key stocks within the ETF, such as CloudWalk Technology, Cambricon, and Hengxuan Technology, have shown significant price increases, with CloudWalk rising over 10% [1] Group 2 - On July 23, former U.S. President Trump announced an "AI Action Plan" that includes three main policies aimed at promoting AI development, such as exporting AI products and accelerating data center construction [3] - Analysts suggest that the expansion of AI product exports could benefit major U.S. companies like Nvidia, AMD, Google, Microsoft, OpenAI, and Meta [3] - CITIC Securities believes that the "AI Action Plan" will intensify competition among U.S. tech giants in the AI field, fostering talent acquisition and infrastructure development [3] Group 3 - OpenAI is set to launch GPT-5 in August, which is expected to create new investment opportunities across the AI industry by introducing capabilities to process text, images, and potentially video [4] - The release of GPT-5 may compel domestic companies like Baidu and Alibaba to accelerate their technological advancements to remain competitive [4] Group 4 - The Huabao Sci-Tech AI ETF is characterized by three main features: integration of edge and cloud computing, innovation-driven growth, and impressive returns, having increased by 90.90% since September 24, significantly outperforming other indices [5][6] - The ETF's balanced allocation across application software, terminal applications, terminal chips, and cloud chips positions it well to benefit from the acceleration of AI integration [5] - The domestic AI sector is witnessing a breakthrough with companies like DeepSeek overcoming overseas computational barriers, establishing a foundation for future growth [6]