今日，上证指数突破3700点关口，板块方面，保险、玻璃玻纤、证券、游戏等板块涨幅居前。人工 智能AIETF（515070）持仓股中科曙光和寒武纪涨幅均超8%，其他持仓股科大讯飞、豪威集团、浪潮 信息等也均上涨。 消息方面，政策持续赋能人工智能发展。广州市人民政府等印发《关于贯彻落实金融支持广州南沙 深化面向世界的粤港澳全面合作的意见实施方案》，其中提出，加强对区块链、人工智能等关键数字服 务机构的招商引资力度，培育本土优质数字服务机构。 河南省人民政府日前印发《河南省支持人工智能产业生态发展若干政策措施》，其中提出，加强优 质企业引育，大力引进培育人工智能领域专精特新企业。 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 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.co ...

Group 1 - The three major indices collectively rose, with the Shanghai Composite Index approaching previous highs. Sectors such as energy metals, power equipment, batteries, and wind power equipment saw significant gains [1] - The AI ETF (515070) increased by 1.34%, with holdings like Xinyi Technology rising over 5%. Other holdings such as Zhongji Xuchuang, Hanwujing, Kingsoft Office, and iFLYTEK also experienced gains [1] - OpenAI officially released the GPT-5 series model, achieving significant breakthroughs in coding, mathematics, writing, health, and visual perception. The model enhances reliability through intelligent routing architecture and deep reasoning modules [1] Group 2 - The performance of the GPT-5 model has significantly improved, particularly in mathematics, coding, visual perception, and health. The hallucination rate has notably decreased, dropping to 1/6 of the previous rate in multiple benchmark tests [1] - The pricing for the GPT-5 model has decreased substantially, with input and output prices set at $1.25 per million tokens and $10 respectively, making it more cost-effective compared to Claude Opus 4.1 [1] - The enhanced cost-performance ratio of the GPT-5 model is expected to accelerate the application deployment in various sectors [1]

Core Insights - The A-share market opened with fluctuations, with strong performances in sectors such as military, pharmaceuticals, and robotics. The AI ETF (515070) saw a rise of over 1%, with stocks like New E-Success, Kunlun Wanwei, and Hikvision also increasing. The AI ETF has risen over 12% in the past month due to frequent major tech events [1] Group 1: Market Performance - The A-share market showed volatility at the opening, with military, pharmaceutical, and robotics sectors performing well [1] - The AI ETF (515070) increased by more than 1%, with notable gains in stocks such as New E-Success, Kunlun Wanwei, and Hikvision [1] - The AI ETF has experienced a growth of over 12% in the last month, driven by significant technological events [1] Group 2: Policy and Financial Support - Seven departments jointly issued guidelines to support financial backing for new industrialization, emphasizing the integration of digital economy with the real economy [1] - The guidelines encourage financial institutions to utilize technologies like big data, blockchain, and artificial intelligence to streamline business processes and enhance service efficiency, particularly for small and medium-sized enterprises [1] Group 3: Investment Opportunities - Changjiang Securities highlighted the timely nature of AI applications and financial innovation, suggesting a focus on future prospects [1] - Despite differences in the pace of AI application deployment between overseas and domestic markets, the performance of large models is expected to accelerate the implementation of AI applications [1] - The current environment indicates that AI applications are approaching a critical point for deployment, presenting significant investment opportunities [1]

Group 1 - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.25% during the session. Sectors such as aerospace, precious metals, shipbuilding, and electric machinery led the gains [1] - The AI ETF (515070) saw significant increases in its holdings, with Chip Origin rising over 5% and Shenzhou Taiyue increasing by over 4%. Other holdings like Zhongke Shuguang, Lanke Technology, and Kingsoft also experienced gains [1] Group 2 - The State Council meeting reviewed and approved the "Artificial Intelligence +" action plan, emphasizing the acceleration of AI technology iteration and the need for large-scale commercial application of AI. The meeting highlighted China's advantages in industrial systems, market scale, and application scenarios [1] - Citic Securities' research report indicated that the next-generation large models (such as GPT-5) are expected to be a key variable in determining the prospects of the AI industry. The report suggests that these models could achieve 2-3 times the parameter scale and nearly 10 times the intelligence level, significantly enhancing reasoning cost-effectiveness [2] - The report also noted that breakthroughs in key capabilities such as logical reasoning, native multimodality, and memory systems will accelerate the application of AI in high-value complex industry scenarios. The focus on Agent and multimodal technologies is expected to lead the industry, with recommendations to pay attention to leading companies in management, education, and healthcare sectors [2]

Group 1 - The technology sector in the US saw a significant rise, leading to a new high for the Nasdaq index [1] - The AI industry chain in the A-share market performed exceptionally well, with AI ETF (515070) holdings such as Youyuan Network (600588) rising by 8.05%, Deepin Technology (300454) by 6.75%, and others showing similar gains [1] - The AI ETF (515070) accumulated over a 10% increase in July [1] Group 2 - The State Council meeting approved the "Artificial Intelligence +" action plan, emphasizing the acceleration of AI technology iteration and the promotion of large-scale commercial applications [1] - The plan aims to leverage China's complete industrial system, large market scale, and rich application scenarios to enhance the integration of AI in various economic and social development areas [1] Group 3 - CITIC Securities believes that the next-generation large models will be a key variable determining the prospects of the AI industry [2] - The research framework for the next-generation large models will analyze aspects such as model foundation, performance, ecosystem, and industry, with expectations of achieving 2-3 times the parameter scale and nearly 10 times the intelligence level [2] - Breakthroughs in logical reasoning, native multimodal capabilities, and memory systems in next-generation large models will accelerate the application in high-value complex industry scenarios [2]

Group 1 - The A-share market indices collectively rose, with the CPO sector showing strong performance, particularly the AI ETF (515070), which saw its holdings, including Xinyiseng, increase by over 40% this week [1] - Other holdings such as Zhongji Xuchuang, Kingsoft Office, OmniVision Technologies, and Hikvision also experienced gains, contributing to the AI ETF's overall performance, which exceeded 7% this week [1] - Xinyiseng announced a forecast for its 2025 semi-annual performance, expecting profits between 3.7 billion to 4.2 billion, representing a year-on-year growth of 327.7% to 385.5%, driven by the continuous growth in AI computing power investments and product structure optimization [1] Group 2 - Guojin Securities indicated that the demand for 800G optical modules is expected to double year-on-year in 2026, with the penetration rate of 1.6T optical modules also anticipated to increase [1] - Xinyiseng has successfully launched a single-wave 200G 1.6T optical module product, positioning itself to maintain a leading edge in the next generation of high-speed optical module products [1] - Major companies like Google, AWS, Meta, and OpenAI are expected to significantly increase their ASIC chip production by 2026, which will require more optical modules compared to GPUs, benefiting Xinyiseng as a core supplier for overseas cloud manufacturers [1] - The company has established a presence in AEC and LPO, which is expected to create a second growth curve and enhance profit quality [1]

Group 1 - A-share technology sector shows significant movement, with core computing stocks and leading optical module stocks experiencing substantial gains, particularly the AI ETF (515070) which rose over 2.8% [1] - New Yi Sheng forecasts a net profit of 3.7 billion to 4.2 billion yuan for the first half of 2025, representing a year-on-year increase of 327.68% to 385.47%, driven by growth in AI-related computing investments and optimized product structure [1] - Zhongji Xuchuang expects a net profit of 3.6 billion to 4.4 billion yuan for the same period, an increase of 52.64% to 86.57% compared to 2.358 billion yuan in the previous year, benefiting from strong capital expenditure and sales of high-end optical modules [1] Group 2 - The AI wave is driving an explosion in computing demand, with significant value increases expected in servers, AI chips, optical chips, storage, and PCB boards [2] - 3D printing is accelerating its penetration into the consumer electronics sector, with potential applications in foldable device hinges and smartphone frames, marking a potential new era for 3D printing in consumer electronics [2] - The potential for edge AI is substantial, with headphones and glasses expected to become important carriers for edge AI agents [2]

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]

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]