Mei Ri Jing Ji Xin Wen·2025-08-13 02:34Market Overview - The Shanghai Composite Index rose by 0.50% to close at 3665.92 points, achieving a "seven consecutive days" increase and setting a new annual high, driven by a surge in the AI industry chain, particularly in optical modules, GPUs, and servers [1] - The Huaxia Sci-Tech AI ETF (589010) increased by 2.66%, with an intraday peak of 3.16%, reaching a net value high not seen in nearly 60 trading days [1] - Major holdings like Cambricon Technologies saw a 20% limit-up, while Chipone Technology surged by 9.24%, indicating strong market interest [1] - The total trading volume for the day was 10.04 billion, with a turnover rate of 6.25%, reflecting a slight increase in market activity and over 2 billion net inflow of funds [1] Key Developments - Yush Robotics will participate in the inaugural World Humanoid Robot Sports Competition from August 14 to 17, showcasing their hardware alongside other teams [2] - Huawei launched the AI inference innovation technology UCM, which integrates various caching acceleration algorithms to enhance inference performance and reduce costs [2] - AI startup Perplexity proposed a $34.5 billion acquisition of Google's Chrome browser business, supported by several major venture capital funds, significantly exceeding its current valuation of approximately $18 billion [2] Institutional Insights - CICC noted that after the "DeepSeek innovation boom," major model manufacturers are rapidly launching more powerful products, with increasing demand for computing power driven by accelerated token consumption [3] - The anticipated release of GPT-5 in Q3 2025 is expected to trigger a new wave of product launches from leading large model developers, potentially revitalizing market sentiment [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 100 billion, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and flexibility in small and mid-cap stocks [4]