刚刚，全线飙升！重磅“驱动”突袭

Core Viewpoint - The article highlights the surge in artificial intelligence-related stocks and the upcoming World Artificial Intelligence Conference (WAIC) as a significant driver for market activity, indicating a shift in investor focus towards AI technologies and applications [1][2]. Group 1: Market Activity - On July 25, AI-related stocks such as Tianrun Technology, Yinsai Group, and CloudWalk Technology saw significant gains, with some hitting the daily limit or increasing by over 10% [2]. - Major AI stocks like iFlytek and Kunlun Wanwei also performed strongly, suggesting a shift of funds from other themes like hydropower and Hainan stocks towards AI [2]. - The WAIC, scheduled for July 26-28, is expected to attract over 800 companies, with more than 50% being international, showcasing a record exhibition area of over 70,000 square meters and featuring over 3,000 cutting-edge exhibits [2]. Group 2: Policy and Strategic Developments - The recent release of the AI Action Plan by the Trump administration aims to enhance the efficiency of the U.S. AI industry, promoting investment in AI infrastructure and applications [4]. - This plan is anticipated to intensify competition among U.S. tech giants in AI, focusing on talent acquisition, model development, and infrastructure investment, positioning AI as a long-term investment theme [4]. - OpenAI's recent advancements, including the launch of the ChatGPT Agent and the Kimi K2 model, highlight ongoing innovations in AI technology [5]. Group 3: Industry Trends - The article notes a growing interest in AI-related sectors, with significant developments in AI computing chips, high bandwidth memory (HBM), and AI network devices, suggesting a robust investment landscape [4]. - The Shanghai Stock Exchange's initiative to engage with AI industry players indicates a commitment to fostering a supportive ecosystem for AI innovation [5].