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AI模型升级催热端侧硬件预期,消费电子ETF(159732.SZ)上涨2.02%,环旭电子上涨5.58%
Mei Ri Jing Ji Xin Wen· 2025-11-27 03:09
Group 1 - The A-share market saw all three major indices rise, with the Shanghai Composite Index increasing by 0.61%, led by gains in the electronics, communications, and power equipment sectors, while the comprehensive and transportation sectors experienced declines [1] - The Consumer Electronics ETF (159732.SZ) rose by 2.02%, with significant increases in component stocks such as Lianxu Electronics (up 5.58%), Zhaoyi Innovation (up 5.37%), and XWANDA (up 5.07%) [1] Group 2 - Google launched its latest AI model, Gemini3 Pro, which features native multimodal capabilities and strong reasoning abilities, achieving an 81% score on the MMMU-Pro benchmark and 87.6% on the Video-MMMU benchmark [3] - Gemini3 achieved a groundbreaking score of 1501 on the LMArena leaderboard and a high score of 91.9% on GPQADiamond, indicating its advanced reasoning capabilities [3] - According to Guosen Securities, the continuous upgrade of AI models and the maturation of AI agents will enhance user experience through improved connectivity of edge hardware with cloud models, suggesting a potential new surge in the AI sector [3]