千问旗舰推理模型亮相！机构看好AI驱动与国产扩产，科创半导体设备ETF（588710）获资金持续加码

Group 1 - The semiconductor materials and equipment sector is experiencing increased activity driven by AI advancements and domestic production expansion, with significant inflows into the Kexin Semiconductor Equipment ETF (588710) over the past 22 trading days, totaling 931 million yuan [1] - The domestic AI sector has made notable progress with the release of the Qwen3-Max-Thinking model, which has achieved performance levels comparable to international leaders like GPT-5.2 and Gemini 3 Pro, potentially stimulating demand for computing infrastructure [1] - Recent contracts in the semiconductor testing equipment sector, including a 1.311 billion yuan sales agreement, indicate a robust demand environment, reflecting enhanced capabilities in domestic testing equipment development and market expansion [1] Group 2 - The Kexin Semiconductor Equipment ETF (588710) and its linked funds are positioned at the intersection of the AI hardware wave and domestic substitution, with a cumulative increase of 91.18% since 2025, outperforming the benchmark index [2]