北京发力AI+视听，助力AI电子全面发展，人工智能AIETF（515070）持仓股恒玄科技上涨超4%

Group 1 - The technology sector is experiencing a resurgence, with significant gains in semiconductor, non-ferrous metals, new energy, and artificial intelligence stocks [1] - The AI ETF (515070) has seen its holdings, such as Hengxuan Technology and Zhongke Xintu, rise by over 4% and 3% respectively, indicating strong market interest [1] - Beijing has released an "Artificial Intelligence + Audio-Visual" action plan, aiming to develop a fusion technology innovation system focusing on AI-enabled smart terminal products [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting stocks that provide technology, basic resources, and applications in the AI industry [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, and Hanwha [2] Group 3 - CignalAI projects that the global optical switching market could exceed $1.6 billion by 2029, with domestic optical module manufacturers likely to benefit [1] - CITIC Securities highlights that North American cloud providers are experiencing rapid growth in computing power demand, prompting domestic cloud companies to accelerate AI investments [1]