AI大模型竞争激烈，科创板人工智能ETF（588930）盘中翻红，连续两日获资金净流入

Group 1 - The three major indices rose in early trading, with active performance in optical module and optical chip concept stocks. The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) turned positive during the session, rising by 0.16% as of the report. Stocks such as Stone Technology, Yingshi Network, and Lankai Technology saw increases [1] - The Wind data indicates that the ETF has experienced a net inflow of funds for two consecutive days, accumulating 57 million yuan [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index, which selects 30 large-cap listed companies involved in providing foundational resources, technology, and application support for artificial intelligence [1] Group 2 - The competition in AI large models is intensifying, with OpenAI launching the GPT-5 model and making it available to all ChatGPT users, including free users. Additionally, Elon Musk's AI company xAI has announced that Grok 4 is now available for free to all users globally [1] - Guotai Junan Securities believes that the release of GPT-5 further solidifies market expectations for the application of AI large models, with its superior technical performance expected to significantly catalyze capital expenditure in the AI infrastructure sector [1] - Recently, various regions in China have introduced AI industry support policies, such as Shanghai's measures to expand AI applications and Zhejiang's initiatives to build an AI innovation development hub. Guangxi has also proposed measures to enhance government investment in AI [2] - Dongfang Securities emphasizes the importance of vertical AI applications and AI overseas investment opportunities in the second half of the year, suggesting that the commercialization of AI products in China and the U.S. may experience a resonance, particularly in strong application areas in China [2]