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国常会部署深入实施“人工智能+”行动,科创板人工智能ETF(588930)盘中上涨,机构:下一代大模型有望成决定本轮AI产业前景的关键变量
2 1 Shi Ji Jing Ji Bao Dao·2025-08-01 02:40

Group 1 - The A-share market showed positive movement with the three major indices turning red in early trading, while the Sci-Tech Innovation Board AI Index slightly decreased by 0.07% [1] - Notable performers among the component stocks included New Point Software and Star Ring Technology-U, both rising over 4%, while other companies like Daotong Technology and Yuntian Lefe-U also saw gains [1] - The Sci-Tech Innovation Board AI ETF (588930) experienced a minor decline of 0.08%, with an intraday increase of 0.89% and a trading volume exceeding 46 million yuan, indicating active trading [1] Group 2 - The State Council's recent meeting emphasized the need to implement the "Artificial Intelligence +" initiative, aiming to accelerate the commercialization of AI technologies and leverage China's comprehensive industrial system and large market scale [2] - The government plans to enhance the AI innovation ecosystem by improving computing power, algorithms, and data supply, while also increasing policy support and talent development [2] - A focus on safety capabilities and the establishment of a dynamic and collaborative AI governance framework was highlighted as essential for the industry's growth [2] Group 3 - CITIC Securities' research report indicates that the next generation of large models, such as GPT-5, is expected to be a key variable in determining the future of the AI industry [3] - The report suggests that these models could achieve 2-3 times the parameter scale and nearly 10 times the intelligence level, significantly enhancing reasoning cost-effectiveness [3] - Key breakthroughs in logical reasoning, native multimodality, and memory systems are anticipated to accelerate the application of AI in high-value complex industry scenarios, particularly in management, education, and healthcare sectors [3]