德赛西威中报业绩亮眼，人工智能AIETF（515070）盘中大涨超1.5%

Group 1 - The AI industry chain has experienced a significant surge, with the AI ETF (515070) rising over 1.5% during trading, and key holdings such as Xiechuang Data, Cambricon, Desay SV, Shenzhou Taiyue, and New Yisheng also seeing substantial gains [1] - The optical communication sector has strengthened again, with the ChiNext AI ETF (159831) increasing by more than 1.7%, and the Sci-Tech Innovation AI ETF (589010) also showing a rapid rise of nearly 1% [1] - Desay SV reported its mid-year results, with total operating revenue of 14.644 billion and a net profit attributable to shareholders of 1.223 billion, alongside a net cash inflow from operating activities of 1.638 billion [1] Group 2 - Minsheng Securities believes that Desay SV's smart cockpit products will benefit from the trend of large and multiple screens, as well as new customer expansion, while its smart driving products cover L2, L3, and above levels, indicating long-term growth potential under the smart transformation opportunities [1] - CITIC Securities released a report on the computer industry, suggesting to seize the new round of innovation landing cycle by 2025, with AI as the main line of innovation continuing to drive the acceleration of the industry chain's growth [1] - The focus is on the "AI main line," with optimism regarding opportunities in AI applications and computing power sectors [1]