Mei Ri Jing Ji Xin Wen·2025-12-12 05:57Group 1 - OpenAI has launched its latest top model, GPT-5.2 series, which is claimed to be the strongest model for professional knowledge work, showing significant improvements in benchmark tests [3][5] - Google has responded by introducing the Gemini Deep Research Agent, designed for long-term content collection and optimization, with a 40% reduction in hallucination rates, marking it as Google's most factually accurate model to date [5][6] - The semiconductor equipment ETF (159516) has seen a net inflow of over 140 million yuan in the past five days, with a year-to-date share growth of over 160%, currently reaching a scale of over 6.4 billion yuan, leading its category [1][8] Group 2 - The global AI wave is driving high demand for advanced computing power, making "domestic substitution and self-control" a necessity for the domestic semiconductor industry, creating a resilient domestic market [6][7] - The importance of semiconductor equipment has significantly increased, benefiting from the expansion of advanced processes and storage, presenting investment opportunities in the semiconductor equipment ETF (159516) [8][9] - The semiconductor equipment ETF (159516) tracks the CSI semiconductor materials and equipment theme index, effectively representing the fundamental progress in the equipment and materials sector [8]