Mei Ri Jing Ji Xin Wen·2025-08-13 17:30Group 1 - AI hardware stocks have strengthened again, with companies like New Yisheng and Zhongji Xuchuang reaching new historical highs, and the CSI Cloud Computing and Big Data Theme Index rising by 3.0% while the CSI Artificial Intelligence Theme Index increased by 2.6% [1] - NVIDIA has launched a series of new AI models, libraries, and related infrastructure aimed at robot developers, further expanding its presence in the robotics sector and seeking new important application scenarios for AI GPUs [1] - Galaxy Securities research report suggests focusing on the main track of artificial intelligence, particularly on core targets in domestic computing power infrastructure, high-end chips, and foundational large models [1] Group 2 - The CSI Cloud Computing and Big Data Theme Index covers AI infrastructure and computing services, while the CSI Artificial Intelligence Theme Index encompasses the entire AI industry chain, including upstream infrastructure, midstream models, and downstream applications [1] - The Cloud Computing ETF (516510) and Artificial Intelligence ETF (159819) are currently the largest in their respective categories, with management fees of 0.15% per year, providing investors with a low-cost way to invest in industry leaders [1]