Group 1 - The A-share market is experiencing fluctuations, with a significant rise in the technology sector, particularly in AI agents, AIGC concepts, and brain-computer interface segments [2] - The software development sector is also seeing a rebound, with the ChiNext Software ETF (159256) rising over 3% during trading, and key holdings such as Kunlun Wanwei, Meiri Interactive, Weining Health, and others seeing gains exceeding 10% [2] - The AGI-Next summit initiated by Tsinghua University highlights a shift in large model competition from "Chat" to "Agent" phase, focusing on executing complex tasks in real environments [2] Group 2 - CITIC Securities reports that the development of AI large models is transitioning from "generation" to "agent" capabilities, emphasizing the importance of logical reasoning in user behavior modification and task processes [3] - The report anticipates that the commercialization process will accelerate by 2026, with AI applications in enterprises shifting from cost reduction to revenue generation [3] - Related products include ChiNext Software ETF (159256), ChiNext 200 ETF (159573), and AI ETF (515070) [3]
清华AGI-Next峰会研判AI竞争进入Agent阶段,创业板软件ETF华夏(159256)持仓股昆仑万维暴涨超15%