“人工智能 +”加速渗透各领域，人工智能AIETF（515070）持仓股芯原股份涨超5%

Group 1 - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.25% during the session. Sectors such as aerospace, precious metals, shipbuilding, and electric machinery led the gains [1] - The AI ETF (515070) saw significant increases in its holdings, with Chip Origin rising over 5% and Shenzhou Taiyue increasing by over 4%. Other holdings like Zhongke Shuguang, Lanke Technology, and Kingsoft also experienced gains [1] Group 2 - The State Council meeting reviewed and approved the "Artificial Intelligence +" action plan, emphasizing the acceleration of AI technology iteration and the need for large-scale commercial application of AI. The meeting highlighted China's advantages in industrial systems, market scale, and application scenarios [1] - Citic Securities' research report indicated that the next-generation large models (such as GPT-5) are expected to be a key variable in determining the prospects of the AI industry. 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 [2] - The report also noted that breakthroughs in key capabilities such as logical reasoning, native multimodality, and memory systems will accelerate the application of AI in high-value complex industry scenarios. The focus on Agent and multimodal technologies is expected to lead the industry, with recommendations to pay attention to leading companies in management, education, and healthcare sectors [2]