Group 1 - The A-share market experienced a decline, with the Shenzhen Component Index and ChiNext Index both dropping over 2% as of 10:09 AM on November 21, 2023, particularly in sectors such as energy metals, batteries, and photovoltaic equipment [1] - Intel held the 2025 Industry Solutions Conference on November 20, showcasing its next-generation edge AI products based on the Core Ultra platform, and previewing the third-generation Core Ultra processors aimed at enhancing computational power for robotics and intelligent applications [1] - Edge computing is seen as a new growth opportunity for artificial intelligence, with Intel leveraging its x86 system ecosystem and AI PC technology to provide computational support for various applications, including robotics, smart education, transportation, and intelligent manufacturing [1] Group 2 - In the AI industry chain, the software sector plays a crucial role in both the midstream technology layer and downstream application layer, providing essential AI frameworks, development platforms, and algorithm models necessary for AI application development [2] - According to CITIC Securities, there is optimism regarding the growth of management software driven by Agents, which possess autonomous planning, perception, and decision-making capabilities, enhancing value from knowledge assistance to operational replacement [2] - Domestic enterprises are increasingly utilizing front-end modules such as production and supply chain management, as well as non-traditional modules like expense control and financial sharing, creating greater opportunities for Agents as enterprise management extends to the front office [2]
英特尔边缘计算助力软硬件集成度提升,创业板软件ETF华夏(159256)持仓股万兴科技大涨4.61%