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]

中信证券表示，随着国内AI数据中心建设加速，政策层面提出全面推进人工智能科技创新、产业发展 和赋能应用，产业层面越来越多的科技巨头积极拥抱MCP协议，AI应用也有望更加繁荣。我们认为 2025年是AI Agent在垂类场景落地的元年，率先拥抱AI的公司将望实现降本增效，并逐渐落地到业绩层 面。结合各行业的边际变化，我们认为AI在电商、办公以及医疗方面已经逐渐展示出积极的效果。 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。 2025年6月25日，创业板人工智能ETF南方(159382)涨势延续，盘中一度涨近2%，冲击3连涨。截至 10:09，该基金跟踪指数创业板人工智能指数强势上涨1.11%，成分股润泽科技上涨5.41%，锐捷网络上 涨5.30%，协创数据上涨5.02%，奥飞数据，光环新网等个股跟涨。 消息面上，AI公司MiniMax通过近期举办的"技术发布周"，宣告其在基座模型、多模态技术、 ...

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 ...