新款大模型三箭齐发，人工智能ETF（159819）成交活跃，盘中净申购超3000万份

Group 1 - The market experienced a rebound today, with AI-related concept stocks showing strength, as evidenced by the 0.7% increase in the CSI Artificial Intelligence Theme Index and a 1.8% rise in the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, both achieving three consecutive days of gains [1] - OpenAI, Anthropic, and Google released new models yesterday, marking significant advancements in AI technology. OpenAI open-sourced two models, gpt-oss-120b and gpt-oss-20b, the first open-source models since GPT-2 in 2019. Anthropic launched Claude Opus 4.1, enhancing coding capabilities, while Google DeepMind introduced Genie 3, a third-generation general world model capable of generating unprecedented interactive environments [1] - CITIC Securities indicated that the next generation of large models is approaching, with expectations of comprehensive development in technology, capabilities, and ecosystems, potentially achieving nearly tenfold intelligence levels with a 2-3 times scale increase. The agent and multimodal directions are expected to be the primary beneficiaries, with expanded reasoning driving significant growth in computing power demand [1] Group 2 - The AI ETF (159819) tracks the CSI Artificial Intelligence Theme Index, focusing on leading companies across various segments of the AI industry in the Shanghai and Shenzhen markets, with a relatively balanced industry distribution [2] - The Sci-Tech Innovation Board AI ETF (588730) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, concentrating on leading AI companies in the Sci-Tech Innovation Board, with a higher proportion of AI applications, facilitating investors' access to opportunities in AI industry development [2]