大力推进人工智能规模化商业化应用，人工智能ETF(515980)有望受益

Group 1 - The core viewpoint of the news highlights the performance of the AI industry index and related ETFs, indicating a mixed performance among constituent stocks with a slight overall decline in the index [1] - The AI ETF (515980) has shown a recent price of 1.15 yuan, with a weekly increase of 4.58% as of July 31, 2025 [1] - The AI ETF has a trading volume of 2.72 billion yuan for the day, with a turnover rate of 8.34% [3] Group 2 - The AI ETF's latest scale reached 32.92 billion yuan, with a financing buy-in amount of 13.25 million yuan and a financing balance of 92.84 million yuan [3] - Over the past year, the AI ETF's net value has increased by 53.97%, ranking 248 out of 2943 in the index stock fund category, placing it in the top 8.43% [3] - The AI ETF has achieved a maximum monthly return of 30.38% since its inception, with an average monthly return of 6.94% during rising months [3] Group 3 - The CSI AI Industry Index (931071) is constructed from 50 representative listed companies based on their AI business proportion, growth level, and market capitalization [4] - The top ten weighted stocks in the CSI AI Industry Index account for 61.26% of the index, with companies like Xinyi Technology (300502) and Cambricon (688256) among the leaders [4][6] - The recent State Council meeting emphasized the need to implement the "AI+" initiative to promote the commercialization of AI applications across various sectors [6] Group 4 - Major global tech companies have reported earnings that exceeded market expectations, showcasing the growth driven by AI, with Microsoft, Meta, and Google leading the way [7] - The ongoing advancements in domestic AI models and the acceleration of AI application monetization are expected to reveal significant investment value in the domestic AI supply chain [7]