HTSC(SH:601688) Mei Ri Jing Ji Xin Wen·2025-10-22 03:03Core Insights - The CPO concept opened lower but rebounded, while the AI sector experienced fluctuations before rising, with the China Securities AI Theme Index up by 0.2% and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index down by 0.5% [1] - Zhejiang Province released an action plan aiming for over 70% application penetration of intelligent agents by 2027 and over 90% by 2030, establishing a new form of intelligent economy and society [1] - Huatai Securities reports that the AI application ecosystem is improving, with rapid penetration of large model technology in finance, healthcare, and education, exceeding market expectations for commercialization [1] Industry Overview - The China Securities AI Theme Index covers leading companies across various segments of the AI industry chain, with a relatively balanced industry distribution [2] - The Shanghai Stock Exchange Sci-Tech Innovation Board AI Index consists of 30 large-cap stocks related to the AI industry chain, with a significant focus on foundational chips and AI applications [2] - AI ETFs (159819 and 588730) track these indices, providing investors with opportunities to capitalize on the AI industry chain [2]