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]

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]

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]

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） 本次赛事通过开放核心基础设施与创新资源，号召全球开发者突破具身智能的边界，以参与赛事为契 机，共同探索人工智能与机器人技术的无限可能。围绕考验机器人在复杂环境下的精细操作能力、聚焦 具身场景下世界模型的生成能力两大赛道，现金奖池达6万美元，冠军单项奖金1万美元。 中信证券指出，2025年有望成为AI应用落地的元年，AIAgent应用场景有望迎来快速爆发。管理软件或 是AIAgent落地的最佳场景之一，具备长期行业积累的传统行业龙头公司具备显著优势。短期产品价值 逻辑验证和产业技术变革有望带来新催化，而从Q4开始AI应用收入有望在各公司业绩上有所显现，带 动新一轮公司价值重估。建议持续关注AI在财务、人力、销售、生产、供应链等管理软件核心模块上 的商业进展，优先关注企业服务细分领域龙头的投资机会。 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 ...

今日开盘，机器人、人工智能、汽车、游戏等科技成长板块调整居前，人工智能AIETF（515070）持仓 股中北斗星通、全志科技、中科星图涨幅居前，昆仑万维、东华软件、神州泰岳等个股跌幅较大。人工 智能AIETF（515070）盘中下跌1%后企稳回升。板块调整不改资金加仓态势，上周人工智能AIETF资金 净流入超7000万元。 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） （文章来源：每日经济新闻） 中泰证券认为，随着基础模型实现关键技术自主可控，中国AI企业从"依赖国外平台构建产品"的模式， 逐步走向"主导关键底层能力"的阶段，资本市场开始基于其自主技术能力而非外部跟随逻辑，重新评估 其长期成长性和市场价值。中国AI企业从"不被信任的跟随者"变为"可以竞争的对手"，资本市场正在对 其独立价值逻辑进行再评估。 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 ...