数据显示，截至2025年6月30日，中证人工智能主题指数(930713)前十大权重股分别为中际旭创 (300308)、新易盛(300502)、寒武纪(688256)、科大讯飞(002230)、豪威集团(603501)、中科曙光 (603019)、海康威视(002415)、澜起科技(688008)、金山办公(688111)、浪潮信息(000977)，前十大权重 股合计占比52.8%。 AI人工智能ETF(512930)，场外联接(平安中证人工智能主题ETF发起式联接A：023384；平安中证人工 智能主题ETF发起式联接C：023385；平安中证人工智能主题ETF发起式联接E：024610)。 截至2025年7月11日 10:37，中证人工智能主题指数(930713)上涨0.59%，成分股寒武纪(688256)上涨 4.56%，奇安信(688561)上涨1.91%，浪潮信息(000977)上涨1.59%，萤石网络(688475)上涨1.42%，瑞芯 微(603893)上涨1.39%。AI人工智能ETF(512930)上涨0.52%，最新价报1.36元。拉长时间看，截至2025 年7月10日，AI人工智能ETF近 ...

Industry News - Baotou Steel and Northern Rare Earth announced that the price of rare earth concentrate for the third quarter of 2025 will be adjusted to 19,109 yuan/ton (excluding tax), an increase of 1.5% from the second quarter's price of 18,825 yuan/ton, marking four consecutive quarters of price increases since Q4 2024 [5][6] - The China Nonferrous Metals Industry Association's Silicon Industry Branch reported that silicon wafer prices have stabilized this week, despite a lack of significant recovery in terminal demand in the domestic photovoltaic market. Silicon material companies have begun to raise prices, leading to a more positive market outlook [6] - The European defense technology startup Helsing has indicated that Europe could deploy unmanned combat aircraft within a few years, with its AI system accumulating experience equivalent to 1 million pilot hours in just 72 hours [7] - The China Construction Machinery Industry Association reported that total excavator sales reached 120,500 units in the first half of the year, a year-on-year increase of 16.8%. The demand for earth-moving equipment is expected to maintain stable growth in the second half of the year [7] - OPEC's 2025 World Oil Outlook states that global oil demand is projected to average 105 million barrels per day this year, increasing to 106.3 million barrels per day in 2026 and 111.6 million barrels per day by 2029, with forecasts for 2026-2029 being lower than previous expectations [7] Company News - Zhiyuan Robotics responded to rumors about its IPO plans in Hong Kong, stating that there are no concrete plans for such an offering [9] - Xinya Electronics announced that during the period of stock fluctuations, its directors and senior management have reduced their holdings in the company's stock [10] - Saily's announcement indicated a projected net profit increase of 66%-97% year-on-year for the first half of the year [10] - China Shipbuilding Industry Corporation expects a net profit increase of 98%-119% year-on-year for the first half of the year [10] - WuXi AppTec anticipates an adjusted net profit of approximately 6.315 billion yuan for the first half of the year, representing a year-on-year growth of about 44% [10] - Sanmei Co. expects a net profit increase of 147%-172% year-on-year for the first half of the year, driven by a significant rise in the average price of its fluorinated refrigerants [10] - Jiangfeng Electronics plans to raise no more than 1.95 billion yuan through a private placement for the industrialization of ultra-high-purity metal sputtering targets for integrated circuits [10]

《科创板日报》10日讯，据知情人士透露，OpenAI正准备推出一款"开放权重模型"，最快将于下周上 线。OpenAI的模型通常为"闭源权重"，即其训练参数不会对外公开。知情人士表示，该模型"类似于o3 mini"，具备OpenAI最新模型广受好评的推理能力。近几个月来，OpenAI已向开发者和研究人员展示了 这款模型，并广泛征求AI社区的反馈意见。 (The Verge) 消息称OpenAI"开放权重模型"最快下周上线 ...

OpenAI首席执行官Sam Altman：我们将在开放权重模型方面多花一些时间，预计将在今年夏季晚些时 候推出，但不会在六月。 ...