Group 1 - The Shanghai Composite Index broke through 3600 points and showed strength again today, with the Wind All A Index surpassing the previous high of 9.24, indicating a positive trend in the A-share market [1] - The WAIC 2025 will open on July 26, showcasing over 3000 cutting-edge exhibits, including more than 100 "global debuts" and "China debuts," marking the largest scale in history [1] - According to a report by China International Capital Corporation (CICC), the technology foundation and product roadmap for building AIAgent intelligent agents are maturing, with expectations for significant advancements in AI applications and the formation of a complete commercial ecosystem by 2025 [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies providing technology, resources, and applications in the AI sector, often referred to as the "robot brain" creators and the "foundation" of the Internet of Everything [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Cambricon Technologies, Hikvision, and iFlytek, indicating a strong representation of the AI industry [2] Group 3 - Related products include the AI ETF (515070), Huaxia CSI Artificial Intelligence Theme ETF Link A (008585), and Huaxia CSI Artificial Intelligence Theme ETF Link C (008586) [3]

Group 1 - The A-share market is experiencing an upward trend driven by the fintech sector, with the Shanghai Composite Index surpassing 3450 points [1] - The AI sector saw significant gains, with stocks in the AI ETF (515070) such as Lexin Technology and Shenzhen Sanda A rising over 5% [1] - A joint opinion from six departments emphasizes the need to strengthen the financial foundation of the macro economy, support employment and income growth, optimize insurance protection, and actively cultivate consumer demand [1] Group 2 - According to Shenwan Hongyuan Securities, the download volume of domestic open-source large models has increased by 300% year-on-year, with the developer community exceeding 2 million, significantly lowering the application threshold for small and medium-sized enterprises [1] - Cloud vendors are upgrading from Infrastructure as a Service (IaaS) to scenario-based services through Model as a Service (MaaS), with the growth rate of derivative markets such as fine-tuning toolchains and evaluation platforms reaching 60% [1] - The open-source ecosystem is shifting the industry from "model competition" to "service ecosystem competition," accelerating the commercialization process of long-tail scenarios [1] Group 3 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks for artificial intelligence [1] - The top ten weighted stocks in the ETF include leading domestic technology companies such as Cambricon Technologies, Hikvision, and iFLYTEK [1]

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) 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（002415）、中际旭创、中科曙光（603019）、科大讯飞 （002230）、韦尔股份（603501）、新易盛、澜起科技、金山办公、紫光股份（000938）等国内科技龙 头。 相关产品： 昨日收盘中美经贸谈判传来超预期利好，市场热度快速回暖，港股快速拉升。今日A股市场值得期待。 人工智能AIETF(515070)近期成交活跃，持仓股中新易盛（300502）、拓维信息（002261）、中际旭创 （300308）、易华录（300212）等个股表现居前。人工智能AIETF(515070)近5日资金净流入超1亿元。 野村东方国际证券认为，2025年将是AI应用落地逆向检验AI资本开支持续性的关键时期，建议投资组 合平衡AI与非AI的选择，推 ...