GPT-5正式发布，OpenAI首个“统一”人工智能模型！云计算ETF汇添富(159273)回调近2%，盘中获大举净申购6000万份！

Group 1: Market Performance - The majority of Hong Kong A-shares are in the green, with the cloud computing ETF Huatai (159273) experiencing a decline of 1.98% and a trading volume exceeding 650 million yuan, maintaining a high premium of 0.43% [1] - The cloud computing ETF Huatai has seen a net subscription of 60 million units, indicating strong investor interest for the second consecutive day [1] - Among popular constituent stocks, Youfu Network fell by 8%, Dongfang Guoxin dropped over 5%, Alibaba decreased by over 2%, and Tencent Holdings and Huasheng Tiancai both fell by over 1% [1] Group 2: GPT-5 Release and Features - OpenAI has officially launched GPT-5, its first "unified" AI model, which combines the reasoning capabilities of the o series with the rapid response advantages of the GPT series [2] - GPT-5 is expected to enhance performance in writing, coding, and health-related inquiries, while also reducing the frequency of hallucinations and misleading responses [2][3] - Key advantages of GPT-5 include improved performance in text capabilities, a significant reduction in hallucination rates by approximately 45% compared to GPT-4o, and a more efficient response generation requiring 50% to 80% fewer tokens than GPT-4 [3][4] Group 3: AI Infrastructure Investment - Several overseas cloud service giants reported Q2 earnings that exceeded market expectations, indicating a sustained high demand for AI infrastructure investments [6] - A leading social media company announced Q2 revenue of $47.52 billion, a year-on-year increase of 22%, and plans to increase AI-related investments with capital expenditures adjusted to $66-72 billion for 2025 [6] - Azure cloud business revenue from a major operating system company surpassed $75 billion, growing 39% year-on-year, with a focus on high-performance GPUs and proprietary chip development [6][7]