Mei Ri Jing Ji Xin Wen·2025-12-19 02:27Core Viewpoint - The Sci-Tech Innovation Artificial Intelligence ETF (589010) demonstrates resilience, rising by 0.23% while managing to maintain positive performance despite some pressure from weight stocks [1] Group 1: Market Performance - The ETF shows strong performance with a rise of 0.23%, indicating resilience in the face of market fluctuations [1] - Internal rotation within the sector is orderly, with notable gains from stocks such as AsiaInfo Technology rising over 3%, and others like Yuke and Jingchen both increasing over 2% [1] - The trading volume surpassed 20 million yuan during the session, reflecting active market participation and a search for structural opportunities [1] Group 2: Company Developments - Microsoft Azure's collaboration with Kimi on the Kimi k2 model is expected to enhance application-level integration, with a new Agent feature set to launch this month [1] - This partnership aims to leverage AI capabilities to automate Office products, addressing competition from local firms [1] - According to Guosheng Securities, China has a significant advantage in AI application deployment due to its large pool of engineers, data resources, and a well-established application ecosystem, exemplified by Alibaba's rapid AI integration across its applications [1] Group 3: ETF Characteristics - 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 [1] - The ETF benefits from high R&D investment and policy support, with a 20% price fluctuation range and small-cap elasticity aiding in capturing the "singularity moment" of the AI industry [1]