INFOGEM(SZ:300085) Mei Ri Jing Ji Xin Wen·2025-09-02 14:07Group 1 - The A-share market experienced a collective decline, with the Shanghai Composite Index dropping by 0.29% during the session. However, sectors such as precious metals, banking, commercial retail, and biopharmaceuticals showed positive performance [1] - The software ETF Huaxia (159256) saw its holdings, including Yinzhijie, rise over 4%, with other holdings like Kunlun Wanwei and Shenxinfeng also increasing [1] - Domestic and international AI innovations are on the rise, with Alibaba's Lingyang launching its first data analysis agent, and OpenAI introducing its latest voice model, GPT-Realtime, designed to enhance audio processing and reduce interaction delays [1] Group 2 - Guojin Securities highlighted a macro backdrop where AI is increasingly integrated with technology, industry, and social governance. The third quarter is expected to see significant updates from leading AI model companies, with ongoing progress in AI applications [2] - The report anticipates positive growth in AI-related listed companies' performance in the second half of the year, with expectations for revenue contributions to increase in the coming years, providing more performance and valuation flexibility [2] - The Huaxia software ETF (159256) tracks the entrepreneurial software index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a high concentration in software development and IT services, accounting for 70% of the sector [2]