EOPTOLINK(SZ:300502) Sou Hu Cai Jing·2025-08-06 01:57Core Insights - The A-share market opened with fluctuations, with strong performances in sectors such as military, pharmaceuticals, and robotics. The AI ETF (515070) saw a rise of over 1%, with stocks like New E-Success, Kunlun Wanwei, and Hikvision also increasing. The AI ETF has risen over 12% in the past month due to frequent major tech events [1] Group 1: Market Performance - The A-share market showed volatility at the opening, with military, pharmaceutical, and robotics sectors performing well [1] - The AI ETF (515070) increased by more than 1%, with notable gains in stocks such as New E-Success, Kunlun Wanwei, and Hikvision [1] - The AI ETF has experienced a growth of over 12% in the last month, driven by significant technological events [1] Group 2: Policy and Financial Support - Seven departments jointly issued guidelines to support financial backing for new industrialization, emphasizing the integration of digital economy with the real economy [1] - The guidelines encourage financial institutions to utilize technologies like big data, blockchain, and artificial intelligence to streamline business processes and enhance service efficiency, particularly for small and medium-sized enterprises [1] Group 3: Investment Opportunities - Changjiang Securities highlighted the timely nature of AI applications and financial innovation, suggesting a focus on future prospects [1] - Despite differences in the pace of AI application deployment between overseas and domestic markets, the performance of large models is expected to accelerate the implementation of AI applications [1] - The current environment indicates that AI applications are approaching a critical point for deployment, presenting significant investment opportunities [1]