Group 1 - The media and computer industries continue to show strength, with applications like Kimi, DeepSeek, and AIGC gaining traction [1] - The cloud computing ETF Huaxia (516630) has risen over 3% and has seen a net inflow of over 70 million yuan in the past two days [1] - The AGI-Next summit initiated by Tsinghua University highlights a shift in large model competition from "Chat" to "Agent" phase, with a focus on executing complex tasks in real environments [1] Group 2 - The strategy team at Industrial Securities notes that global giants are significantly increasing capital expenditures, shifting market focus towards the commercialization of AI applications [2] - Domestic AI commercialization is supported by a large market scale and diverse application scenarios, positioning China for potential "curve overtaking" in AI application development [2] - The Huaxia cloud computing ETF tracks the cloud computing index, which focuses on domestic AI hardware and software capabilities, with DeepSeek and AI applications comprising over 40% of its content [2]
同类最低费率云计算ETF华夏（516630）涨超3%，连续两日净流入超7000万元，易点天下再度涨停