算力硬件股探底回升，指数翻红，人工智能ETF（159819）盘中成交额超15亿元

Group 1 - The core viewpoint of the article highlights a rebound in the computing hardware sector, with the China Securities Artificial Intelligence Theme Index rising by 0.7% and the AI ETF (159819) recording a trading volume exceeding 1.5 billion yuan [1] - The domestic large model sector is experiencing significant advancements, with Meituan launching its first open-source large model LongCat-Flash featuring 560 billion parameters, and other companies like Alibaba, Tencent, and Du Xiaoman also making notable contributions [1] - According to Guojin Securities, the main focus is expected to remain on the AI industry chain, with macro factors encouraging the integration of AI with technology, industry, and social governance [1] Group 2 - The China Securities Artificial Intelligence Theme Index consists of 50 stocks involved in providing foundational resources, technology, and application support for AI, covering various segments of the AI industry chain [1] - The AI ETF (159819) has a management fee rate of only 0.15% per year, which can help investors seize development opportunities in the industry at a low cost [1] - The article indicates that the second half of the year is expected to see positive growth in AI applications, with significant updates and iterations from leading domestic and international large model companies [1]