Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which has shown resilience with a 0.37% increase and a "V" shape reversal in early trading [1] - Key holdings in the ETF include leading stocks such as Haitai Ruisheng, which rose over 3%, and other significant stocks like Cambrian and Lingyun Guang, contributing to positive market sentiment [1] - The ETF has seen a continuous net inflow of funds for five consecutive trading days, accumulating over 685 million yuan, indicating strong investor interest [1] Group 2 - According to Galaxy Securities, the shift from AI-Enabled to AI-First applications is crucial, with AI-First focusing on integrating AI capabilities into the core product architecture rather than as an additional feature [2] - A three-dimensional verification system is proposed to identify AI-First companies, focusing on qualitative aspects like data loop capabilities, quantitative metrics such as AI revenue growth exceeding 50%, and barriers like unique data and patent reserves [2] - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]
智谱开源“会使用手机的模型”AutoGLM!科创人工智能ETF华夏(589010) 早盘V型反转显韧性,资金连续5日逆势加码
Mei Ri Jing Ji Xin Wen·2025-12-09 05:04