Foxit Software(SH:688095) Sou Hu Cai Jing·2025-09-16 02:19Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index rose by 1.30% as of September 16, 2025, with notable increases in constituent stocks such as Foxit Software (up 6.12%), Obsidian Technology (up 5.93%), and Star Ring Technology (up 4.87%) [3] - The Sci-Tech AI ETF (588790) increased by 1.09%, with the latest price at 0.83 yuan, and has accumulated a 6.06% increase over the past week as of September 15, 2025 [3] Group 2: Company Developments - Qualcomm launched the Snapdragon AR1+GEN1 chip for high-end smart glasses in June 2025, marking it as the world's first processor supporting on-device AI for AR glasses, transitioning them from "mobile accessories" to "independent smart terminals" [4] - Meituan introduced an AI Agent product named "Xiao Mei," which utilizes the self-developed LongCat-Flash-Chat model for local life services, including food delivery and restaurant recommendations [4] - NVIDIA announced the new Rubin CPX chip system, expected to launch by the end of 2026, designed for AI video generation and software development, offering 30 petaflops of floating-point operations and tripling attention acceleration compared to the previous GB300 NVL72 system [4] - Baidu's Kunlun chip is gaining traction, winning significant shares in China Mobile's AI server procurement project for 2025-2026, with orders reaching a scale in the billions [4] Group 3: Industry Insights - The rapid development of generative AI models and their application is driving the evolution of AI computing infrastructure, with leading companies expected to experience significant and certain growth due to strong commercial ties with clients [5] - The shift in AI paradigms from training to inference positions cloud computing as the core of AI processing, creating substantial demand primarily in the IaaS and MaaS layers, and potentially transforming cloud pricing models from resource-based to value-based [5] Group 4: ETF Overview - The Sci-Tech AI ETF (588790) is the largest product tracking the Sci-Tech Innovation Board Artificial Intelligence Index, with Cambricon Technologies as the top-weighted stock, and it covers key players like Haiguang Information, which holds a 70% market share in domestic GPUs [6] - The ETF has seen a significant increase in scale, with a growth of 168 million yuan over the past week, ranking second among comparable funds [6] - The ETF closely tracks the Sci-Tech Innovation Board Artificial Intelligence Index, which includes 30 large-cap companies providing foundational resources, technology, and application support for the AI industry [6] Group 5: Top Holdings - As of August 29, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board Artificial Intelligence Index include Cambricon Technologies, Lianqi Technology, and Kingsoft Office, collectively accounting for 71.66% of the index [7]