人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括寒武纪-U、海康威视、中际旭创、中科曙光、科大讯飞、豪威集团、新易盛、 澜起科技、金山办公、紫光股份等国内科技龙头。 相关产品： 人工智能AIETF（515070） 华夏中证人工智能主题ETF联接A（008585）、华夏中证人工智能主题ETF 联接C（008586）。 今日A股大金融爆发，助力沪指站稳3500点。科技赛道震荡走强，人工智能AIETF（515070）持仓股寒 武纪大涨超5%，用友网络、中科星图、奇安信、深桑达A均有不错表现，人工智能AIETF（515070）盘 中大涨超1.3%，成交额突破7000万元。 国泰海通指出，2023年初和2025年初的两轮行情逻辑差异显著：早期以海外技术迭代为锚点，而2024年 四季度后，国内巨头的AI资本开支成为核心驱动力，DeepSeekR1大模型发布加速了国产化进程。当前 人工智能技术仍处早期，类比消费电子发展路径，关键技术突破将催化应用场景 ...

Group 1 - The technology sector is experiencing a rebound, with strong performances in artificial intelligence, gaming, and communications [1] - The AI ETF (515070) saw significant gains, with stocks like Lexin Technology and New Yisheng rising over 4% during trading [1] - The AI ETF's trading volume exceeded 20 million, indicating increased investor interest [1] Group 2 - Expectations for mid-year reports have improved, leading to noticeable performance recoveries in AI computing and communications sectors [1] - Institutions are focusing on the performance improvements driven by domestic large models in the third quarter [1] - Video generation models have reached 1080P commercial standards, enhancing content production efficiency in film, advertising, and gaming industries by over 50% [1] Group 3 - AI-driven workflows are opening up a market worth hundreds of billions, with new business models emerging such as dynamic ad generation and AI script creation [1] - Ethical concerns regarding deepfake technology are rising, prompting potential regulatory measures for AIGC content identification and traceability [1] - Compliance costs may impact short-term profitability for companies in the sector [1] Group 4 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies providing technology, foundational resources, and applications in the AI sector [1] - The top ten weighted stocks in the ETF include leading domestic technology firms such as Cambricon, Hikvision, and Inspur Information [1]

今日在金融科技赛道的带动下，A股市场震荡上行，午后快速拉升，沪指站上3450点。人工智能午后大 爆发，人工智能AIETF（515070）持仓股乐鑫科技、深桑达A大涨超5%，石头科技、深信服、协创数据 纷纷跟涨。 消息方面：六部门联合印发《关于金融支持提振和扩大消费的指导意见》，《意见》指出，要夯实宏观 经济金融基础，支持居民就业增收，优化保险保障，积极培育消费需求。 人工智能AIETF（515070） 华夏中证人工智能主题ETF联接A（008585）、华夏中证人工智能主题ETF 联接C（008586） 申万宏源证券认为，国产开源大模型下载量年增300%，开发者社区规模突破200万，显著降低中小企业 应用门槛。云厂商通过模型即服务（MaaS） 实现从IaaS到场景化服务的升级，微调工具链、评测平台 等衍生市场增速达60%。开源生态推动行业从"模型竞争"转向"服务生态竞争"，长尾场景商业化进程提 速。 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大 ...

在文化科技领域课题中，加大高新技术应用于游戏研发的课题数量与申请比例。支持游戏电竞领域企业 及相关市场主体在人工智能、游戏引擎、游戏开发工具、交互式流媒体和扩展现实等关联领域布局，鼓 励建立重点实验室，开展核心技术攻关。支持游戏企业通过算力构建、大模型部署、数据治理等方式提 升研发效率，进行智能化技改，根据项目可纳入支持范围的投资给予最高不超过3000万元奖励。 6月20日早盘，游戏板块持续震荡下挫，游戏ETF（159869）打开低位布局通道，现跌近1.5%附近。持 仓股中，电魂网络（603258）、盛天网络（300494）、天舟文化（300148）、姚记科技（002605）、冰 川网络（300533）、奥飞娱乐（002292）等跌幅居前。 消息面上，北京支持游戏企业通过算力构建、大模型部署、数据治理等方式提升研发效率，给予最高不 超过3000万元奖励。6月19日，中共北京市委宣传部等部门印发《关于促进北京市游戏电竞行业高质量 发展的支持办法（暂行）》。办法提出，推动人工智能、AIGC等科技与游戏电竞产业深度融合，加快 技术成果在游戏研发、运营等各环节的创新应用。 华创证券表示，看好游戏行业中AI产品应用落地 ...

Group 1 - The popularity of stablecoins is rising, with a resonance between the digital currency and AI industry chains [1] - The AI ETF (515070) has seen significant gains, with stocks like NewEase rising over 5%, and other tech stocks such as Zhongji Xuchuang, Guangxun Technology, and Shenzhou Taiyue also experiencing increases [1] - Meta AI has launched its first generative video editing feature, allowing users to make intelligent changes to clothing, scenes, and lighting with over 50 preset AI prompts, currently available in more than ten countries [1] Group 2 - China International Capital Corporation (CICC) believes that domestic large models are approaching international standards in key areas such as multimodal capabilities and inference efficiency, with a focus on companies that can commercialize these technological advantages [1] - The industry is entering an "application verification period," with high-value sectors like healthcare and finance becoming the main battlegrounds for competition, where technical barriers and industry know-how are crucial for long-term advantages [1] - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and applications for AI, focusing on the midstream and upstream of the AI industry chain [1] Group 3 - The top ten weighted stocks in the AI ETF include leading domestic tech companies such as Cambricon Technologies, Hikvision, Zhongji Xuchuang, Zhongke Shuguang, iFlytek, Weir Shares, NewEase, Lanke Technology, Kingsoft, and Unisplendour [1]

相关产品： 人工智能AIETF（515070） 华夏中证人工智能主题ETF联接A（008585）、华夏中证人工智能主题ETF 联接C（008586）。 每日经济新闻 消息面上，5月28日消息，DeepSeek-R1模型已完成小版本试升级，可前往官方网页、APP、小程序测试 （打开深度思考），API接口和使用方式保持不变。DeepSeek-R1-0528版本的发布，让市场更加期待R2 大模型的发布，4月底，有新闻称，其R2大模型的参数规模被曝达到惊人的1.2万亿，相比前代R1的 6710亿参数几乎翻倍。 国海证券认为，随着大模型能力的持续提升，AIAgent正在从单纯的工具属性逐步转变为企业的"虚拟员 工"，这一趋势标志着AI在企业中的角色发生了根本性变化。以Salesforce为例，其AI客服产品已实现每 次对话成本仅为2美元，远低于真人客服的7-9美元，不仅大幅降低了企业运营成本，也初步验证了AI在 人力替代方面的可行性。这种"结果导向"的付费模式，意味着企业将不再仅仅为AI的使用次数买单，而 是根据其实际产出效果进行评估和支付，从而推动AI从IT预算向人力预算迁移，释放更大的市场空间。 人工智能AIETF ...

Group 1 - The A-share market opened strongly with significant volume, particularly in the technology sector, including 5G communication, smart vehicles, innovative pharmaceuticals, and consumer electronics [1] - The AI ETF (515070) saw a rise of over 1% after opening, with a trading volume exceeding 20 million [1] - The release of the DeepSeek-R1 model has heightened market expectations for the upcoming R2 model, which is reported to have a parameter scale of 1.2 trillion, nearly double that of the previous R1 model at 671 billion [1] Group 2 - Guohai Securities notes that as large model capabilities continue to improve, AI Agents are evolving from mere tools to "virtual employees" within enterprises, indicating a fundamental shift in the role of AI [2] - For instance, Salesforce's AI customer service product has achieved a conversation cost of only $2, significantly lower than the $7-9 cost of human customer service, demonstrating AI's potential for cost reduction and human replacement [2] - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, foundational resources, and applications in the AI sector, with top-weighted stocks including Cambricon, Hikvision, and iFlytek [2]

今日A股成长板块加速回调，通信、电子、军工、芯片等热门赛道均有所调整，人工智能赛道持续分 化，国产软件爆发。人工智能AIETF（515070）持仓股中国软件上涨超2%，恒玄科技、芯原股份、三 六零等个股红盘。人工智能AIETF（515070）开盘后持续下调，盘中下跌超1%，成交额突破3000万 元。 兴业证券认为，6月市场主线有望再度偏向科技成长：第一，在经历调整后，科技成长板块已再度来到 了一个性价比较高的区间。第二，此前向公募比较基准靠拢的主题式交易之下，科技成长等机构超配方 向相对受到抑制。第三，一方面这种主题式的交易已在松动；另一方面，在经历近期的调整后，我们跟 踪的滚动收益差、拥挤度、成交占比等多个指标显示，科技已经到了可以寻找细分方向布局的阶段。 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括寒武纪-U、海康威视、中际旭创、中科曙光、科大讯飞、韦尔股份、新易盛、 澜起科技、金山办公、紫光股份等国内科技龙头。 （文章来源：每 ...

今日A股持续震荡，人工智能赛道分化明显，午后昆仑万维午后涨停，恒玄科技、石头科技领涨持仓 股，人工智能AIETF（515070）午后快速拉升，近5日资金净流入超4000万。 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括寒武纪-U、海康威视、中际旭创、中科曙光、科大讯飞、韦尔股份、新易盛、 澜起科技、金山办公、紫光股份等国内科技龙头。 相关产品： 人工智能AIETF（515070） 华夏中证人工智能主题ETF联接A（008585）、华夏中证人工智能主题ETF 联接C（008586） 消息方面，昆仑万维发布天工超级智能体(SkyworkSuperAgents)。这款产品采用了AIagent架构和 deepresearch技术，能够一站式生成文档、PPT、表格(excel)、网页、播客和音视频多模态内容。 华西证券认为，政策导向将推动中国 AI 应用向"行业标准引领+场景深度适配"方向发展，工业大模型和 垂直行业解决方案将成为传统产业智能 ...

Group 1 - The core viewpoint of the news highlights the fluctuations and differentiation in the artificial intelligence sector, with the AI ETF (515070) experiencing a rise of over 0.8% before retreating, while certain stocks like Stone Technology and Chip Origin surged over 4% [1] - The National Development and Reform Commission is actively promoting and expanding the application of artificial intelligence in the market, emphasizing the importance of "AI+" in enhancing economic and social development [1] - Key industries are accelerating the large-scale application of artificial intelligence, with cost reduction and efficiency improvement becoming increasingly evident [1] Group 2 - Tianfeng Securities expresses optimism regarding the ongoing development and layout of major Chinese internet companies in the AI field, particularly in model iteration and rapid multi-scenario applications [2] - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, basic resources, and applications in the AI sector, often referred to as the "robot brain" creators [2] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Cambricon, Hikvision, and iFlytek, indicating a strong concentration of influential players in the AI industry [2]