Cambricon(SH:688256) Mei Ri Jing Ji Xin Wen·2025-08-12 07:09Group 1 - The core viewpoint of the news highlights the significant performance of the Huaxia Sci-Tech AI ETF (589010), which rose by 2.75%, reaching a new high in net value over the past 60 trading days, driven by strong momentum in the market [1] - The largest holding, Cambricon Technologies, achieved a 20% limit-up, with its market capitalization surpassing 350 billion yuan, representing 10.7% of the ETF's weight [1] - Other notable stocks such as Chipone Technology and Yuntian Lifei also saw increases, with trading volume exceeding 23 million and a turnover rate of nearly 30%, indicating a vibrant market [1] Group 2 - Open Source Securities noted that advancements in GPT-5, particularly in reducing hallucinations and enhancing coding capabilities, will accelerate the commercialization of AI applications, suggesting continued investment in AI-related sectors such as AI companionship, creation, e-commerce, marketing, education, search, and insurance [2] - The Huaxia Sci-Tech AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]