Mei Ri Jing Ji Xin Wen·2025-08-04 03:33Group 1 - A-shares experienced fluctuations and climbed after opening, with the gaming sector showing significant movement, particularly the software ETF Huaxia (159256), whose holding stock Shen Zhou Tai Yue rose over 8% [1] - The State Council's executive meeting approved the "Artificial Intelligence +" action plan, emphasizing the promotion of AI's large-scale and commercial application across various sectors, aiming to integrate AI with manufacturing, education, healthcare, and transportation [1] - Zhonghang Securities' report highlighted that the policy establishes a clear development line for "AI+", combined with breakthroughs in general large model technology, indicating that the AI industry is entering a value release window, with 2025 expected to be the "year of AI application landing" [1] Group 2 - The Huaxia software ETF (159256) tracks the entrepreneurial software index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a high concentration in software development and IT services, accounting for 70% of the industry [2] - Key weighted stocks in the index include well-known software companies such as Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2]