七部门发文推动“AI+制造”，人工智能AIETF（515070）获资金积极布局

Group 1 - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.38%, while the Shenzhen Component Index fell by 0.19%, and the ChiNext Index declined by 1.33% [1] - The technology sector saw gains in rare earth permanent magnets, while consumer electronics and gaming sectors continued to adjust [1] - The AI ETF (515070) saw leading gains from stocks such as Hikvision, Langchao Technology, and Beijing Junzheng, with increases of 2.76%, 1.85%, and 1.33% respectively [1] Group 2 - On October 11, the Ministry of Industry and Information Technology and six other departments jointly issued a plan to promote the integration of artificial intelligence technology with service-oriented manufacturing from 2025 to 2028, injecting new momentum into the sector [1] - The plan emphasizes strengthening new information infrastructure, strategically deploying computing power infrastructure, and deepening the integration of "5G + industrial internet," accelerating the intelligent transformation of manufacturing [1] - Huatai Securities believes that the long-term growth logic of the AI industry remains clear, with artificial intelligence being one of the main lines of future prosperity, and expectations for the domestic industrial chain continue to improve [1] Group 3 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting component stocks that provide technology, basic resources, and applications for artificial intelligence, focusing on the midstream and upstream of the AI industry chain [2] - The top ten weighted stocks include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Cambricon Technologies, and others [2]