相关产品：人工智能AIETF（515070）、创业板软件ETF华夏（159256）、创业板200ETF华夏 （159573）。 每日经济新闻 消息方面，在2025年云栖大会上，阿里巴巴集团董事兼CEO吴泳铭表示，在AGI到ASI的巨大变革 中，大模型将是下一代的操作系统。"并不是说大模型替代了windows或者说linux这样的操作系统。而 是大模型以及相关的系统，在整个物理世界和数字世界的交互当中，将承载现有操作系统的地位。未来 几乎所有链接真实世界的工具接口，都将与大模型进行连接，所有用户需求和行业应用将会通过大模型 相关的工具执行任务"。 长城证券指出，当前全球AI浪潮持续加速，催生算力需求指数级提升，同时国产诸如DeepSeek等 大模型加速推进，必定带来国产算力需求的持续攀升，在国产算力基础设施逐步建设充分AI芯片技术 上逐步提升，将带来充分的算力国产自主化空间。 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。前十大权重股包括中际旭创、新易盛、寒 武纪-U、中科曙光、科大讯飞、豪威集团、海 ...

Group 1 - The three major indices collectively declined, with the ChiNext index dropping over 1% during the session. Sectors such as batteries, photovoltaic equipment, energy metals, and commercial retail saw significant gains [1] - The Huaxia ChiNext Software ETF (159256) tracked the ChiNext Software Index (399264), focusing on 50 high-quality AI software stocks in the ChiNext market, with a strong emphasis on AI applications in fintech, AI agents, and AI gaming [1] - According to IDC, the enterprise application software market, valued at $650 billion, is set to be disrupted by AI agents, with expected penetration rates nearing 100% in customer service, sales, and marketing applications by 2031 [1] Group 2 - Huajin Securities' report highlights the rapid growth in training data and parameter scale driven by AI models like GPT and Gemini, indicating a significant increase in demand for training and inference computing due to optimized deep learning algorithms [1] - The software development and IT services sectors account for 70% of the ChiNext Software Index, with key weight stocks including Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [1]

Group 1 - The three major indices rebounded collectively, with the ChiNext Index rising by 1.6%, and sectors such as precious metals, gaming, batteries, and jewelry leading the gains [1] - The Huaxia ChiNext Software ETF (159256) saw a significant increase in its holdings, particularly in companies like Zhongke Chuangda, which rose over 6%, along with other holdings such as Shenzhou Taiyue, Kunlun Wanwei, and Tonghuashun also experiencing gains [1] - Tianfeng Securities' research report highlights that while the current market is dominated by general AI agents and large industry models, specialized agents that integrate industry knowledge and workflows are expected to mature in vertical fields such as gaming, healthcare, marketing, education, finance, and office work, driving industrial intelligent transformation [1] Group 2 - The Huaxia ChiNext Software ETF (159256) tracks the ChiNext Software Index (399264), focusing on 50 high-quality AI software stocks in the ChiNext market, with a strong emphasis on AI applications in financial technology, AI agents, and AI gaming [2] - The software development and IT services sectors account for a substantial 70% of the index, with key weighted stocks including Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2] - Related products include the Huaxia ChiNext Software ETF (159256), Huaxia ChiNext 200 ETF (159573), and the Artificial Intelligence AI ETF (515070) [2]

Group 1 - The A-share market experienced a collective decline, with the Shanghai Composite Index dropping by 0.29% during the session. However, sectors such as precious metals, banking, commercial retail, and biopharmaceuticals showed positive performance [1] - The software ETF Huaxia (159256) saw its holdings, including Yinzhijie, rise over 4%, with other holdings like Kunlun Wanwei and Shenxinfeng also increasing [1] - Domestic and international AI innovations are on the rise, with Alibaba's Lingyang launching its first data analysis agent, and OpenAI introducing its latest voice model, GPT-Realtime, designed to enhance audio processing and reduce interaction delays [1] Group 2 - Guojin Securities highlighted a macro backdrop where AI is increasingly integrated with technology, industry, and social governance. The third quarter is expected to see significant updates from leading AI model companies, with ongoing progress in AI applications [2] - The report anticipates positive growth in AI-related listed companies' performance in the second half of the year, with expectations for revenue contributions to increase in the coming years, providing more performance and valuation flexibility [2] - The Huaxia software ETF (159256) tracks the entrepreneurial software index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a high concentration in software development and IT services, accounting for 70% of the sector [2]

Group 1 - The ChiNext index surged over 3% at midday, with sectors such as small metals, precious metals, communication equipment, and non-ferrous metals leading the gains [1] - The ChiNext Software ETF (Hua Xia, 159256) saw its holdings, including Huibo Yuntong, rise over 16%, along with other holdings like Runze Technology and Guiding Compass also experiencing increases [1] - DeepSeek released DeepSeek-V3.1, claiming it as a significant step towards the "Agent era," with improved response times and performance in tool usage and agent tasks compared to previous versions [1] Group 2 - Dongwu Securities' research report indicated that DeepSeek's engineering optimizations enhance the adaptability of domestic chips, benefiting application sectors and accelerating AI deployment in finance and healthcare [1] - The ChiNext Software ETF (Hua Xia, 159256) tracks the ChiNext Software Index (399264), focusing on 50 quality AI software stocks in the ChiNext, with a significant emphasis on AI applications in financial technology, AI agents, and AI gaming [1] - The software development and IT services sectors account for 70% of the industry represented in the ETF, with key stocks including Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [1]

Group 1 - The A-share market saw all three major indices rise, with the ChiNext Index increasing by 1.51%, driven by strong performances in sectors such as small metals, precious metals, wind power equipment, and non-ferrous metals [1] - The self-developed game market in China achieved actual sales revenue of 140.45 billion yuan from January to June 2025, marking a year-on-year growth of 19.29%, attributed to several popular long-standing products and new releases [1] - The overseas market for self-developed games generated actual sales revenue of 9.501 billion USD, reflecting a year-on-year increase of 11.07%, primarily from long-term product revenues and new products launched in 2024 [1] Group 2 - According to a report from CITIC Securities, the AI-driven gaming sector is projected to grow significantly, with an overall EPS upgrade and high market sentiment driving improvements for both leading and mid-sized companies [1] - The ChiNext Software ETF (159256) tracks the ChiNext Software Index (399264), focusing on 50 high-quality AI software stocks in the ChiNext market, with a significant emphasis on AI applications in financial technology, AI agents, and AI gaming [1] - The software development and IT services sectors account for 70% of the industry represented in the ChiNext Software ETF, with major weighted stocks including Tonghuashun, Runhe Software, Softcom Power, and Zhinan Compass [1]

Core Viewpoint - The article highlights the performance of the Chinese gaming market in the first half of 2025, showcasing significant growth in revenue and user base, alongside the emergence of AI applications in the gaming industry [1]. Group 1: Market Performance - The domestic gaming market's actual sales revenue reached 168 billion yuan in the first half of 2025, marking a year-on-year increase of 14.08%, setting a new record [1]. - The number of gaming users in China reached approximately 679 million, reflecting a year-on-year growth of 0.72%, also a historical high [1]. Group 2: Industry Trends - The gaming industry is experiencing robust demand, supported by local government policies encouraging the gaming sector [1]. - AI technology is increasingly applied in the gaming industry, enhancing production efficiency and enabling innovative applications such as AI NPCs and AI-driven user-generated content [1]. - The expectation is set for more AI-native games to emerge, potentially leading to a revaluation of the gaming industry's value [1]. Group 3: ETF and Investment Opportunities - The Huaxia Software ETF (159256) tracks the Entrepreneurial Software Index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a significant emphasis on AI applications in finance, gaming, and IT services [2]. - The software development and IT services sectors account for 70% of the ETF's composition, with major stocks including Tonghuashun, Runhe Software, and Deepin Technology [2].

Group 1 - The A-share market showed mixed performance with sectors such as diversified finance, precious metals, mining, and software development leading in gains [1] - The AI ETF (515070) saw its holding stock Cambricon rise over 4%, reaching a new historical high, while other holdings like OmniVision and Inspur also experienced increases [1] - According to the "China Computing Power Development Index White Paper," China's computing power accounts for 26% of the global total, ranking second, while intelligent computing surpasses the US with a 52% share compared to 19% [1] Group 2 - The report from CITIC Securities indicates that the current user penetration rate of AI large models is still low, and the development of large models is in the early to mid-stage, with the industrial application cycle just beginning [1] - Investment in computing power is expected to grow significantly as revenues from large models increase, indicating a high potential ceiling for investments [1] - Both North American and domestic supply chains for computing infrastructure are worth monitoring [1]

Group 1 - The A-share market showed mixed performance, with the ChiNext Index down by 0.31%, while sectors such as liquor, traditional Chinese medicine, chemical pharmaceuticals, and automotive services saw significant gains [1] - The Huaxia ChiNext Software ETF (159256) tracked the ChiNext Software Index (399264), focusing on 50 quality AI software stocks in the ChiNext market, with a high concentration in software development and IT services, accounting for 70% of the sector [2] - Baidu Wenku and Baidu Wangpan announced the launch of GenFlow 2.0, the world's first universal intelligent agent, capable of running over 100 expert agents simultaneously and completing complex tasks in 3 minutes, with a generation speed 10 times faster than mainstream products [1] Group 2 - The report from Huachuang Securities indicated that since August, global manufacturers have accelerated the release of more powerful and comprehensive AI models and agent products, with AI commercialization gradually becoming evident as semi-annual reports are disclosed [1] - The ChiNext Software ETF includes major stocks such as Tonghuashun, Runhe Software, Softcom Power, and others, indicating a strong focus on AI applications in financial technology, AI agents, and AI gaming [2] - Investment opportunities are suggested in segments centered around domestic computing power and AI applications, particularly as the AI landscape is expected to accelerate in the second half of the year [1]

Group 1 - The A-share market saw all three major indices rise, with the ChiNext Index increasing by 0.68%, led by sectors such as glass fiber, wind power equipment, securities, and rubber products [1] - The monthly active user count for Tonghuashun APP reached an average of 32.46 million in 2024, ranking first among third-party securities applications, indicating strong user engagement and market influence [1] - In Q1 2025, Tonghuashun achieved total revenue of 748 million yuan, a year-on-year increase of 21%, and a net profit attributable to shareholders of 120 million yuan, up 16% year-on-year [1] Group 2 - The ChiNext Software ETF Huaxia (159256) tracks the ChiNext Software Index (399264), focusing on 50 quality AI software stocks in the ChiNext market, with a significant presence in financial technology, AI agents, and AI gaming [2] - The software development and IT services sectors account for 70% of the index, with key stocks including Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2]