Orbbec (SH:688322) Xin Lang Ji Jin·2025-08-06 06:22Group 1 - The upcoming World Robot Conference on August 8 is expected to drive interest in AI vision stocks, with companies like Aobo Zhongguang seeing significant stock price increases [1][3] - Aobo Zhongguang is set to release an upgraded 3D vision sensor for service robots, holding a 70% market share in this sector, and has raised 2.187 billion yuan for AI vision research [3][5] - The Huabao Science and Technology Innovation Artificial Intelligence ETF (589520) has seen continuous net inflows, totaling 28.52 million yuan over the last five trading days [3][5] Group 2 - The Science and Technology Innovation Board is anticipated to experience a rebound due to supportive policies and recent underperformance [5][6] - AI is expected to benefit from a series of favorable developments, including the upcoming releases of advanced models like GPT-5 and DeepSeek R2 [5][6] - Local governments are implementing policies to support AI development, with cities like Beijing and Shanghai introducing measures to promote the industry [6] Group 3 - There is a pressing need for domestic alternatives in AI technology due to potential security issues with foreign chips, particularly Nvidia's H20 [6] - The Huabao ETF focuses on companies within the domestic AI supply chain, with a significant portion of its holdings in semiconductor-related stocks [6]