豆包手机助手发布技术预览版，计算机ETF（159998）近5日累计“吸金”超6000万元，芯片ETF天弘（159310）近20日净流率同标的第一

Group 1: Market Performance - On December 1, the A-share market experienced a rebound, with the computer and chip sectors rising significantly. The CSI Computer Theme Index increased by 1.28%, with notable gains from companies like Runze Technology (over 6% increase) and others like Tuobang Co., Hongsoft Technology, and Zhongke Chuangda (each over 3% increase) [1] - The CSI Chip Industry Index rose by 1.97%, with Beijing Junzheng hitting the daily limit, and companies like China Resources Microelectronics, Nanda Optoelectronics, and Amlogic showing strong performance [1] - The Computer ETF (159998) saw a net inflow of over 60 million yuan in the last five trading days, while the Chip ETF Tianhong (159310) had a net inflow rate of 3.60% over the past 20 trading days, leading among similar products [1] Group 2: Industry Outlook - The Tianhong Chip ETF (159310) tracks the CSI Chip Industry Index, which is expected to see a 37.62% year-on-year growth in net profit attributable to shareholders in the first half of 2025, driven by policy support and surging demand [1] - The Computer ETF (159998) reflects the overall performance of the computer industry, covering software development, computer equipment, and IT services. Key AI application areas include AI hardware, software for consumer markets, enterprise services, and private deployment of large models for government [1] - According to reports, ByteDance's Doubao team has released a technical preview of the Doubao Phone Assistant, collaborating with phone manufacturers on AI assistant software, indicating a growing trend in AI integration within consumer electronics [2] - The "Beijing Action Plan for Promoting High-Quality Development of the 'AI + Audiovisual' Industry (2025-2029)" aims to leverage Beijing's cultural and AI advantages for the development of the audiovisual industry, highlighting the intersection of AI and cultural initiatives [2] - Looking ahead to December, the industry is advised to focus on "policy expectations and cross-year layouts," with recommendations to invest in AI and hard technology sectors, particularly in core areas like optical modules, consumer electronics, and semiconductor equipment [2]