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计算机ETF(512720)涨超3%,AI技术扩散驱动行业增长
Mei Ri Jing Ji Xin Wen·2025-10-09 06:56

Core Insights - The rapid iteration in the large model field is highlighted, with advancements such as Sora2's impressive and controllable video generation, Claude Sonnet 4.5 being recognized as the strongest programming model, and Zhiyu GLM-4.6 leading in code capabilities domestically [1] - The introduction of consumer support policies and pilot cities encouraging innovative consumption scenarios and IP development is creating new opportunities for the computer and software development industry [1] Industry Overview - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies involved in software development, IT services, and hardware manufacturing from the Chinese A-share market to reflect the overall performance of the computer industry [1] - The CS Computer Index is characterized by high technological content and growth potential, effectively representing market trends in the computer sector [1]