Group 1 - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.25% during the session. Sectors such as aerospace, precious metals, shipbuilding, and electric machinery led the gains [1] - The AI ETF (515070) saw significant increases in its holdings, with Chip Origin rising over 5% and Shenzhou Taiyue increasing by over 4%. Other holdings like Zhongke Shuguang, Lanke Technology, and Kingsoft also experienced gains [1] Group 2 - The State Council meeting reviewed and approved the "Artificial Intelligence +" action plan, emphasizing the acceleration of AI technology iteration and the need for large-scale commercial application of AI. The meeting highlighted China's advantages in industrial systems, market scale, and application scenarios [1] - Citic Securities' research report indicated that the next-generation large models (such as GPT-5) are expected to be a key variable in determining the prospects of the AI industry. The report suggests that these models could achieve 2-3 times the parameter scale and nearly 10 times the intelligence level, significantly enhancing reasoning cost-effectiveness [2] - The report also noted that breakthroughs in key capabilities such as logical reasoning, native multimodality, and memory systems will accelerate the application of AI in high-value complex industry scenarios. The focus on Agent and multimodal technologies is expected to lead the industry, with recommendations to pay attention to leading companies in management, education, and healthcare sectors [2]

昨日美股科技板块大幅上涨，带动纳斯达克指数创新高。A股人工智能产业链昨日表现出色，人工智能 AIETF（515070）持仓股用友网络(600588)上涨8.05%，深信服(300454)上涨6.75%，三六零(601360)上涨 6.20%，奇安信(688561)上涨3.71%，寒武纪(688256)上涨3.62%。人工智能AIETF(515070)7月累计上涨 超10%。 消息方面，国常会通过《关于深入实施"人工智能+"行动的意见》，会议指出，当前人工智能技术加速 迭代演进，要深入实施"人工智能+"行动，大力推进人工智能规模化商业化应用，充分发挥我国产业体 系完备、市场规模大、应用场景丰富等优势，推动人工智能在经济社会发展各领域加快普及、深度融 合，形成以创新带应用、以应用促创新的良性循环。 相关产品： 人工智能AIETF（515070）、创业板人工智能ETF华夏（159381）、华夏中证人工智能主题ETF联接A （008585） （文章来源：每日经济新闻） 中信证券认为，下一代大模型有望成为决定本轮AI产业前景的关键变量。基于学术与产业界现有的成 果与研讨方向，尝试建立下一代大模型的研究框架，从模型基座、 ...