谷歌Gemini 3 Deep Think点燃算力板块，人工智能AIETF（515070）持仓股新易盛大涨8.43%

Group 1 - The A-share technology sector continues to show strength, with active segments including CPO, components, and commercial aerospace, while the coal sector is adjusting [1] - The AI ETF (515070) has seen a midday increase of 3.61%, with significant gains in holdings such as Xinyisheng up 8.43% and Zhongji Xuchuang up 7.29% [1] - Google's Gemini 3 Deep Think mode has been officially launched, enhancing reasoning capabilities to tackle complex mathematical, scientific, and logical problems, achieving a score of 41.0% in "the last human exam" and 45.1% in the ARC-AGI-2 test [1] Group 2 - Guotai Junan Securities highlights that Google's Gemini 3 Pro utilizes a sparse mixture of experts architecture, supporting a context window of up to 1 million tokens and outputting 64K token text [2] - The model has made significant breakthroughs in multimodal processing, mathematical reasoning, and long text understanding, indicating Google's long-term optimism about the AI industry [2] - The AI ETF (515070) tracks the CS AI theme index (930713), focusing on companies providing technology, foundational resources, and applications in the AI sector, with top-weighted stocks including Zhongji Xuchuang, Xinyisheng, and others [2]