芯片股盘中拉升，人工智能AIETF（515070）涨近1.7%，寒武纪涨幅超11%

Core Viewpoint - The A-share market is experiencing a collective rise, driven by advancements in artificial intelligence and semiconductor stocks, particularly with the launch of OpenAI's GPT-5 and Google's Genie 3 model [1][2] Group 1: Market Performance - The three major A-share indices have collectively risen, with the Shanghai Composite Index approaching 3670 points [1] - The AI ETF (515070), which focuses on semiconductor holdings, has increased by 1.69%, with notable gains in stocks like Cambricon, which rose over 11% [1] Group 2: AI and Semiconductor Developments - OpenAI has launched its latest model, GPT-5, claiming it to be the most intelligent and fastest model to date, enhancing accessibility to expert-level intelligence [1] - Google has introduced Genie 3, its first interactive world model, marking a significant advancement in AI technology [1] Group 3: Industry Outlook - Overseas cloud service providers are increasing capital expenditures, and TSMC has raised its revenue growth forecast for 2025, indicating a sustained demand for computing power [2] - Domestic semiconductor equipment companies are showing positive performance, with improved order intake and earnings [2] - The semiconductor cycle is potentially entering an upward phase, driven by AI demand and recovery in traditional markets like PCs and smartphones [3]