Group 1 - The A-share market saw a significant rise, with the computing power sector leading the gains, particularly in chip stocks, with notable increases in individual stocks such as Tianfu Communication (20% limit up), Cambrian (over 8% rise), and SMIC (over 14% rise) [1] - The release of the "Artificial Intelligence +" action plan by the State Council is expected to catalyze the comprehensive application of AI, enhancing various sectors including consumption, industry, and livelihood, and promoting the large-scale adoption of AI technologies [1] - The media sector is actively engaging in AI applications, with expectations that policy implementation will accelerate demand expansion and ecosystem prosperity across industries such as entertainment, advertising, e-commerce, education, and healthcare [1] Group 2 - AI-driven PCB (Printed Circuit Board) industry is anticipated to boost the demand for PCB equipment upgrades, with characteristics such as a return to an upward cycle, product high-endization, and factory establishment in Southeast Asia [2] - The core processes in PCB production, including drilling, exposure, plating, and testing, are critical for determining circuit board interconnect density, signal integrity, and production yield, with AI driving the industry towards higher layers, finer wiring, and greater reliability [2] - The Southern Entrepreneurial AI ETF (159382) closely tracks the Entrepreneurial AI Index, which reflects the stock price changes of listed companies related to AI themes [2] Group 3 - The Southern Semiconductor ETF (159325) tracks the CSI Semiconductor Industry Selected Index, which includes 50 representative and investable companies in the semiconductor industry, reflecting the overall performance of the sector [3] - The top ten weighted stocks in the CSI Semiconductor Industry Selected Index include SMIC, Cambrian, and others, indicating a focus on companies with strong growth potential and high R&D investment [3]

科创芯片ETF南方(588890)紧密跟踪上证科创板芯片指数，上证科创板芯片指数从科创板上市公司中选 取业务涉及半导体材料和设备、芯片设计、芯片制造、芯片封装和测试相关的证券作为指数样本，以反 映科创板代表性芯片产业上市公司证券的整体表现。指数前十大权重股分别为寒武纪、中芯国际、海光 信息、澜起科技、中微公司、芯原股份、沪硅产业、恒玄科技、华海清科、思特威。 相关产品： 近期，寒武纪发布2025年中报，营收与净利润均大幅增长，半年报数据显示，公司实现营业收入 288064.35万元，同比暴增4347.82%；实现归属上市公司股东的扣除非经常性损益的净利润为91256.68 万元，实现扭亏为盈。其中单季度毛利率保持稳定，合同负债显著提升。国盛证券指出，AI浪潮叠加 芯片国产化率提升，公司后续供需两旺趋势明确，看好其成为本轮AI浪潮的核心受益者。 东莞证券认为，人工智能是科技行业成长的核心驱动力，也是世界各国科技竞争的主战场，以 DeepSeek为代表的国产大模型持续降本增效，有助于加速AI应用场景落地，而国家政策的大力支持， 也将推动AI手机与PC、智能网联新能源汽车与智能机器人等新一代智能终端加速普及，上游算 ...

中信证券表示，当前AI大模型已从"技术竞赛"转向"场景落地"阶段，2025年下半年起，医疗、金融、教 育等高价值垂直领域的付费应用加速商业化。券商测算，垂直场景大模型的ROI已突破1.5倍，部分企业 （如医疗AI公司）单客户年付费超百万元。 创业板人工智能ETF南方(159382)紧密跟踪创业板人工智能指数，创业板人工智能指数反映创业板人工 智能主题相关上市公司的股价变化情况。目前，该指数前十大权重股分别为中际旭创、新易盛、天孚通 信、软通动力、润泽科技、全志科技、景嘉微、深信服、北京君正、网宿科技。 截至2025年8月19日 09:45，创业板人工智能ETF南方(159382)上涨2.87%，盘中换手26.85%，成交 3673.98万元，市场交投活跃。跟踪指数创业板人工智能指数)强势上涨3.16%，成分股联特科技上涨 10.39%，天孚通信上涨10.34%，新易盛上涨7.62%，光库科技，中际旭创等个股跟涨。 值得一提的是，创业板人工智能ETF南方(159382)昨日强势收涨5.87%领涨市场，同时在不到三个月的 时间内（5/28-8/18）累计涨幅已达58.60%，表现优异备受市场关注。 拉长时间看，截 ...

2025年8月18日，市场全天震荡拉升，三大指数集体收涨，上证指数突破3740点。截至收盘，沪指涨 0.85%，深成指涨1.73%，创业板指涨2.84%。 题材方面，消费电子、小金属、玻璃光纤等板块涨幅居前，煤炭行业、贵金属、化肥行业等板块跌幅居 前。主力资金上，通信设备、电子元件、消费电子等行业概念流入居前。 ETF方面，或受相关消息刺激，稀土、人工智能、影视等相关ETF今日表现亮眼！ 中信证券表示，2025年下半年稀土市场供需关系持续优化，价格或进入"震荡上行"通道。供给端，国内 稀土开采总量控制指标增速放缓，叠加海外缅甸矿进口因环保政策收缩，整体供给弹性不足；需求端， 新能源、工业机器人及风电等新兴领域需求韧性强劲，机构测算2025年全球稀土永磁材料需求增速仍维 持在12%-15%。 中国银河表示，国内下游多家大厂密集招标，叠加我国加强稀土磁材出口管制后海外增加磁材订单以补 库存，国内永磁行业需求旺盛，部分磁材企业排产已延至十月中旬。我国进一步加严对稀土供应端的管 控，下游需求端的景气，推动稀土价格持续上涨。稀土磁材在上半年的业绩反转后，2025Q3有望在量 价齐升的推动下进一步释放业绩。 相关ETF： ...

2025年8月13日，创业板人工智能ETF南方(159382)盘中走强一度涨超5%， 冲击3连涨。截至10:43，该 基金盘中换手20.24%，成交1726.33万元，市场交投活跃。跟踪指数创业板人工智能指数强势上涨 4.91%，成分股光库科技上涨20.01%，新易盛上涨14.69%，中际旭创上涨9.12%，首都在线，天孚通信 等个股跟涨。 创业板人工智能ETF南方(159382)紧密跟踪创业板人工智能指数，创业板人工智能指数反映创业板人工 智能主题相关上市公司的股价变化情况。目前，该指数前十大权重股分别为中际旭创、新易盛、天孚通 信、软通动力、润泽科技、全志科技、景嘉微、深信服、北京君正、网宿科技。 相关产品： 创业板人工智能ETF南方(159382) 资金流入方面，创业板人工智能ETF南方(159382)近10个交易日内，合计净流入1457.93万元。 昨日一则关于DeepSeek-R2即将发布的消息引发市场热议。市场传出DeepSeek-R2的预计发布时间窗口 为2025年8月15日至8月30日，但具体日期尚未官宣。据了解，DeepSeek-R2早期计划指向2025年5月发 布，但因技术进度和市场竞争因 ...

消息面上，日前，上海市经济信息化委印发 《上海市进一步扩大人工智能应用的若干措施》。其中提 到，降低智能算力使用成本，发放6亿元算力券，加强算力调度平台建设，体系化支持企业研发和应用 大模型，加快大模型生态空间集聚。对租用智能算力的主体，市级给予最高30%租金补贴，并推荐申报 国家智能券补贴，按照"补早补小"原则，市区协同给予最多1年、最高100%的租金补贴。对自主智能算 力设施部署项目，给予最高10%建设支持，加速培育人工智能自主生态。 中信证券指出，下一代系统级算力快速发展，为国内AI产业链发展注入更多信心；以WPS AI 3为代表 的AI应用持续引领Agent创新，结合下一代模型技术发展，值得期待。多重力量共振下，AI产业链有望 持续加速，我们继续看好AI产业相关投资机遇。 2025年7月29日，创业板人工智能ETF南方(159382)一度冲高涨超2%，冲击3连涨。截至10:16，该基金 盘中换手20.93%，成交1346.14万元，市场交投活跃。跟踪指数创业板人工智能指数强势上涨1.62%，成 分股国投智能上涨15.02%，中际旭创上涨6.90%，长芯博创上涨5.95%，航宇微，万兴科技等个股跟 涨。 ...

创业板人工智能ETF南方(159382)涨超4%，成交额97.56万元，较昨日此时放量26.1%。 ...

Group 1 - The A-share market experienced fluctuations on June 26, 2025, with the Sci-Tech Innovation Board leading the gains, particularly in the computer and semiconductor sectors, where stocks like Xinyi Sheng and Haiguang Information rose nearly 6% [1] - The China Securities Regulatory Commission (CSRC) announced support for AI and other cutting-edge technology companies to apply the fifth listing standard on the Sci-Tech Innovation Board, enhancing institutional inclusiveness [1] - The reform aims to serve high-quality tech companies with significant breakthroughs, broad commercial prospects, and continuous R&D investment, while also strengthening information disclosure and risk revelation [1] Group 2 - Domestic wafer manufacturers and memory manufacturers are increasingly motivated to procure domestic alternatives to ensure supply chain security and production capacity, benefiting companies in semiconductor equipment, materials, and EDA fields [2] - The Southern AI ETF (159382) closely tracks the AI index of the ChiNext, reflecting the stock price changes of listed companies related to the AI theme [2] - The top ten weighted stocks in the Southern AI ETF include Xinyi Sheng, Zhongji Xuchuang, Softcom Power, and others [2] Group 3 - The Southern Chip ETF (588890) tracks the Shanghai Sci-Tech Innovation Board Chip Index, which selects securities related to semiconductor materials, equipment, design, manufacturing, packaging, and testing [3] - The top ten weighted stocks in the Southern Chip ETF include SMIC, Haiguang Information, and Hanwha Technology [3] Group 4 - The Southern Double Innovation ETF (159780) tracks the CSI Sci-Tech Innovation 50 Index, which selects 50 large-cap emerging industry stocks from the Sci-Tech Innovation Board and ChiNext [3] - The top ten weighted stocks in the Southern Double Innovation ETF include CATL, SMIC, and Mindray Medical [3]

Core Viewpoint - The Southern ChiNext AI ETF (159382) continues its upward trend, reflecting strong performance in the AI sector, driven by advancements in technology and increasing adoption of AI applications in various industries [1][2]. Group 1: ETF Performance - The Southern ChiNext AI ETF (159382) experienced a nearly 2% increase during trading, marking a potential three-day rally [1]. - The underlying index, the ChiNext AI Index, rose by 1.11%, with significant gains from constituent stocks such as Runze Technology (up 5.41%), Ruijie Networks (up 5.30%), and Xiechuang Data (up 5.02%) [1]. Group 2: Technological Advancements - AI company MiniMax announced breakthroughs in foundational models, multimodal technology, and general intelligence agents during its recent "Technology Release Week" [1]. - MiniMax launched five new AI products within five days, including the world's first open-source large-scale hybrid architecture inference model and the first domestic complete creation assistant [1]. Group 3: Industry Outlook - CITIC Securities highlighted the acceleration of AI data center construction in China and the government's push for comprehensive AI technology innovation and industrial development [1]. - The report suggests that 2025 will be a pivotal year for AI agents to be implemented in specific scenarios, with early adopters expected to achieve cost reduction and efficiency improvements, positively impacting their financial performance [1]. - AI applications are showing promising results in e-commerce, office environments, and healthcare sectors [1].

创业板人工智能ETF南方(159382)紧密跟踪创业板人工智能指数，创业板人工智能指数反映创业板人工 智能主题相关上市公司的股价变化情况。目前，该指数前十大权重股分别为新易盛、中际旭创、软通动 力、润泽科技、网宿科技、全志科技、深信服、天孚通信、北京君正、光环新网。 在资金支持方面，香港已推出30亿港元的人工智能专项资助计划，资助香港本地院校、研发机构及企业 等运用超算中心的算力，推动科研突破；并将设立规模达100亿港元的"创科产业引导基金"，加强引导 市场资金，推动人工智能与机器人等策略性新兴和未来产业的发展；同时预留10亿港元用于筹建香港人 工智能研究院，促进人工智能上游研发、中下游成果转化和开拓应用场景。 摩根士丹利表示，中国是全球在上下游的软件、硬件、应用都可以形成闭环全产业链生态系统的AI强 国，总共60家非常具有代表性的企业，提振将来的生产力。 截至2025年6月9日 11:09，创业板人工智能ETF南方(159382)上涨2.59%，冲击4连涨，盘中换手 23.88%，成交1295.08万元，市场交投活跃。跟踪指数创业板人工智能指数强势上涨2.57%，成分股天孚 通信上涨11.01%，铜牛信息上 ...