Mei Ri Jing Ji Xin Wen·2025-08-29 02:11Group 1 - The core viewpoint is that the AI industry is experiencing rapid development, driven by technological revolution and industrial transformation, with significant policy support for AI applications [2] - The AI-focused ETF, Huaxia (589010), has seen a recent decline of 2.73%, indicating a reasonable digestion of previous gains, with a notable liquidity of over 25 million yuan in trading volume [1] - Semiconductor company SMIC reported a revenue of 32.348 billion yuan for the first half of 2025, a year-on-year increase of 23.1%, and a net profit of 2.301 billion yuan, up 39.8%, highlighting the strong performance of the foundry industry [1] Group 2 - The AI industry is expected to accelerate further, with a focus on the development loop from AI infrastructure to large models and applications, supported by continuous policy backing [2] - The Huaxia AI ETF closely tracks the Shanghai Stock Exchange's AI index, covering high-quality companies across the entire industry chain, benefiting from high R&D investment and policy incentives [2] - The foundry industry is characterized by a "stronger becomes stronger" trend, with SMIC being the second-largest pure foundry globally, following TSMC [1]