计算机ETF（512720）涨超1.1%，行业拐点与AI驱动成关注焦点

Group 1 - The global competition in the AI large model sector remains intense, which is beneficial for the continued application and popularization of large models, as well as for sustaining high demand in the AI computing power market [1] - Domestic large models in China, represented by Kimi K2 Thinking and MiniMax M2, are continuously iterating and improving, positioning themselves among the top tier of global large models [1] - The performance of domestic large models in China is consistently improving and increasingly compatible with domestic accelerated computing, which will facilitate the ecological development of the large model industry and accelerate its implementation across various sectors in China [1] Group 2 - The State Council's General Office has issued "Implementation Opinions" focusing on accelerating the cultivation and expansion of economic and social application scenarios to promote the development of the artificial intelligence industry [1] - Under the guidance of the "Implementation Opinions," the deployment scenarios for domestic large models in China are expected to mature more rapidly, leading to accelerated growth in the country's artificial intelligence industry [1] Group 3 - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies involved in computer hardware, software, and services from the Shanghai and Shenzhen markets to reflect the overall performance of related securities [1] - The index emphasizes the representativeness of high-quality enterprises within the industry, covering a wide range of areas from information technology infrastructure to application services [1]