Mei Ri Jing Ji Xin Wen·2025-09-10 06:22Group 1 - The A-share market is experiencing a fluctuating upward trend, with the Shanghai Composite Index rising by 0.22% to close at 3815 points. The computer, electronics, and communication sectors are leading in gains, with the AI ETF (515070) increasing by over 4% during the day [1] - Recent favorable policies for China's artificial intelligence industry have been announced, including the "Artificial Intelligence Industry Innovation Development Action Plan" which aims to achieve a core industry scale exceeding 2 trillion yuan by 2027 and establish 20 national-level AI innovation application pilot zones [1] - Research from securities firms indicates that the AI industry is in a rapid development phase, with CITIC Securities noting accelerated iteration of AI technology and growing demand for large model training and inference, leading to new opportunities in computing infrastructure, cloud computing services, and data services [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks, focusing on the midstream and upstream of the AI industry chain [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Cambricon Technologies, and others [2]