DeepSeek模型上新,关注人工智能ETF(159819)、科创人工智能ETF(588730)等产品布局机会

Group 1 - The A-share market opened lower, with the AI industry chain showing volatility; as of 10:50, the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index fell by 1.1%, while the CSI AI Theme Index rose by 0.1% [1] - The DeepSeek company released two new models, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale, aimed at enhancing reasoning capabilities and exploring the limits of model capabilities [1] - Analysts noted that DeepSeek is driving collaborative innovation and evolution in China's computing power ecosystem, integrating innovations in models and algorithms with lower-level computing chips [1] Group 2 - The CSI AI Theme Index consists of 50 stocks that provide foundational resources, technology, and application support for AI, covering the entire AI industry chain; the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index includes 30 larger market cap stocks involved in AI, with a higher proportion in basic chips and AI applications [2] - AI ETFs (159819 and 588730) are available to help investors capitalize on growth opportunities in the AI and computing power ecosystem [2]