Ge Long Hui A P P·2025-08-06 04:21Core Viewpoint - The artificial intelligence sector is experiencing significant growth, with the Sci-Tech AI ETF (588790) seeing a rise of over 15% since June, driven by strong performances from key companies in the industry [1] Group 1: Market Performance - The Sci-Tech AI ETF (588790) increased by 1.72% today, with major contributors like Aobo Zhongguang rising over 8%, Tianzhun Technology, Lingyun Light, and Lankai Technology rising over 6% [1] - Year-to-date net inflow into the Sci-Tech AI ETF (588790) reached 5.888 billion yuan, with the latest scale at 6.484 billion yuan, making it the leader in its category in terms of both capital attraction and scale [1] Group 2: Industry Drivers - The AI sector is benefiting from multiple favorable developments, including the approval of the "Artificial Intelligence +" action plan and new policies in Shanghai to support AI applications [1] - Strong financial results from Microsoft and Meta exceeded market expectations, highlighting the commercial viability of the "Cloud + AI + Ecosystem" strategy and providing a solid financial foundation for Meta's ongoing large-scale AI initiatives [1] Group 3: Future Outlook - According to Zhonghang Securities, the acceleration of the "Artificial Intelligence +" strategy indicates that the era of AI Agents is rapidly approaching, with the second half of 2025 expected to mark the "year of AI application landing" [1]