科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数（950180.CSI）。该指数从科创板市 场中选取30只市值较大且业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指 数样本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。 消息面上，据界面消息，6月14日消息，腾讯宣布混元3D 2.1大模型对外开源。目前，混元3D模型在 Hugging Face下载量已超过180万。这也是首个全链路开源的工业级3D生成大模型，有望推动游戏开 发、影视制作、工业设计、虚拟仿真、数字孪生等多个行业的进步。 华西证券认为，在生成式AI及大模型的需求驱动下，客户算力需求由传统CPU通用算力向GPU、TPU等 智能算力演进。算力需求拉动国内外龙头公司算力开支持续提升。同时，DeepSeek蒸馏模型的出现， 将进一步促使物联网产业链向智能化、高端化方向演进，芯片企业针对边缘端AI推理芯片也有望满足 DeepSeek蒸馏模型在物联网设备上的高效运行能力，从而持续推动边缘计算需求。 6月16日，三大指数集体低开后震荡走高。截至发稿，上证科创板人工智能指数涨0.35%。 相关ETF方面，科创板人 ...

Group 1: Technology Sector Developments - Apple has acknowledged quality issues with a small number of Mac Mini devices equipped with M2 chips, which may fail to power on, affecting units produced between June 16, 2024, and November 23, 2024, with free repair services offered for eligible devices [1] - Tencent has announced the open-source release of its industrial-grade 3D generation model, "Hunyuan 3D 2.1," which improves geometric generation quality and supports various complex material rendering [3] - Baidu has launched its largest AI talent recruitment plan, "AIDU Plan," for 2026, expanding job openings by over 60% across 23 core business areas and 11 research directions [5] Group 2: Investment and Expansion Initiatives - Amazon plans to invest AUD 20 billion from 2025 to 2029 to expand its data center infrastructure in Australia, marking the largest global tech investment announced in the country [6] - Micron Technology has announced an investment of approximately USD 200 billion in the U.S. semiconductor manufacturing and R&D sector, including USD 150 billion for memory manufacturing [10] - East Mountain Precision plans to invest up to CNY 5.935 billion in Source Photonics, acquiring 100% of its shares and subscribing to convertible bonds to support its business development [15] Group 3: Clinical and Technological Innovations - China has successfully conducted its first invasive brain-computer interface clinical trial, becoming the second country after the U.S. to enter this phase, with a stable system allowing a participant to control a computer interface through thought [2] - GAC Trumpchi and Huawei have implemented the world's first airport departure-level valet parking driving (VPD) technology pilot at Guangzhou Baiyun International Airport [7] Group 4: Corporate Transactions and Changes - Saiwei Electronics plans to transfer 45.24% of its shares in Swedish Silex Microsystems for SEK 2.375 billion, retaining a minority stake and board representation [11] - Bozhong Precision intends to acquire 70% of Shanghai Wodian Industrial Automation for CNY 420 million, enhancing its competitiveness in the automotive manufacturing automation sector [14]

Group 1 - Tencent announced the open-source release of the Mixyuan 3D 2.1 model at CVPR 2025, with over 1.8 million downloads on Hugging Face [1] - The German government discussed with NVIDIA CEO Jensen Huang the establishment of an autonomous AI infrastructure to enhance Germany's AI ecosystem, with plans for joint investments with industrial partners [1] - Boston Dynamics' Spot robots performed a choreographed dance on "America's Got Talent," impressing judges and advancing to the next round, showcasing the capabilities of their proprietary Choreographer software [1] - China successfully conducted its first invasive brain-computer interface clinical trial, marking it as the second country globally to enter this stage of clinical trials in this technology [1]

Core Viewpoint - Tencent's Mix Yuan 3D model has undergone a significant upgrade with the release of version 2.1, which is the first fully open-source industrial-grade 3D generation model, achieving industry-leading standards [2]. Group 1: Model Features and Performance - The Mix Yuan 3D model has surpassed 1.8 million downloads on Hugging Face, indicating its popularity and utility in the open-source community [2]. - The new version 2.1 has improved geometric generation quality and introduced PBR (Physically Based Rendering) material generation, enhancing the texture and lighting effects of 3D assets, moving away from a "plastic feel" [6][8]. - In user blind tests, the PBR textures of the Mix Yuan 3D 2.1 model outperformed RGB textures with a quality superiority rate of 78% [8]. Group 2: Accessibility and Customization - The Mix Yuan 3D 2.1 model has lowered development barriers by providing a fully open-source solution, including model weights, training code, and data processing workflows, allowing developers to fine-tune, retrain, or optimize the model for various customization needs [8]. - The model is compatible with consumer-grade graphics cards, enabling it to run on personal computers, thus broadening its accessibility for developers and researchers [8]. Group 3: Technical Enhancements - The new model optimizes detail modeling, resulting in higher mesh precision and better topological consistency, which lays the groundwork for subsequent texture mapping [8]. - It supports the generation of base color, metallicity, normal, and roughness maps, allowing for high-quality rendering of various complex materials such as leather, wood, metal, and ceramics [8].