ETF盘中资讯 | 阿里开源PS级AI生图模型！信创ETF基金（562030）微跌0.39%，机构：AI竞争焦点转向任务执行能力

Group 1 - The core viewpoint of the news highlights the performance of the Xinchang ETF fund (562030) in the software development sector, showing a decline of 0.39% in intraday trading, with notable stock performances from Chengdu Huawi, Nasda, and Haiguang Information, which increased by 4.7%, 2.39%, and 2.35% respectively, while Zhongke Jiangnan, Shenxinfeng, and Dongfang Guoxin saw declines of 2.06%, 1.59%, and 1.52% respectively [1] Group 2 - Alibaba has launched a new open-source image generation model, Qwen-Image-Layered, which achieves PS-level layer understanding and generation, addressing the consistency issues in AI-generated images, and is expected to enhance the application of large models in professional design [3] - The global large model landscape is shifting from "fast thinking" to "slow thinking," with a focus on task execution capabilities rather than content generation, indicating a transformation in production methods where humans transition from manual producers to task designers [3] - The Xinchang industry is progressing steadily with a "2+8+N" rhythm, transitioning from policy-driven to a dual-driven approach of policy and market, with significant market penetration expected in finance and energy sectors, projecting market growth rates of 17.84% and 26.82% for 2025 and 2026 respectively, with the market size expected to exceed 2.6 trillion yuan by 2026 [3] Group 3 - The Xinchang ETF fund and its associated funds are designed to track the Zhongzheng Xinchang Index, which encompasses core segments of the Xinchang industry chain, including hardware, software, application software, information security, and external devices, characterized by high growth and elasticity [5] - The investment logic in the Xinchang industry is driven by geopolitical tensions, increasing demand for self-control from national security perspectives, and the necessity for accelerated development supported by government initiatives [5] Group 4 - Local debt efforts are being intensified, which is expected to rejuvenate government procurement in the Xinchang sector [6] - Domestic manufacturers, represented by Huawei, are achieving breakthroughs in new technologies, leading to an anticipated increase in market share for domestic software and hardware [6] - The Xinchang initiative is reaching critical milestones, with procurement standards being further refined [6]