Group 1 - The AI sector is expected to receive a catalyst post-holiday, with the OPEN AI Developer Conference scheduled for October 6 and DeepSeek releasing the DeepSeek-V3.2-Exp model at a 50% price reduction on September 29 [1] - According to Founder Securities, the intelligentization of terminals is an inevitable historical trend, and AI accelerates this process. Edge AI, which requires high demands on computing power, storage, and connectivity, will primarily appear in mature existing smart terminal designs such as smartphones, PCs, cars, wearables, and robots [1] - As of September 30, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) rose by 1.94%, with constituent stocks such as Hehe Information (688615) up by 7.51%, Lanke Technology (688008) up by 6.30%, and Yuntian Lifei (688343) up by 5.57% [1] Group 2 - The Sci-Tech Innovation Board AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index, which selects 30 large-cap stocks that provide foundational resources, technology, and application support for AI [2] - As of August 29, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) include Cambricon (688256), Lanke Technology (688008), and others, with these ten stocks accounting for a total weight of 71.66% [2]
科创AIETF鹏华(589090)涨超1.5%，open AI10月6日召开发布会
Xin Lang Cai Jing·2025-09-30 03:08