长城证券认为，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，考虑地缘政治及产业链稳定等因素，必定带来国产算力需求的持续攀升，将带来充分的算 力国产自主化空间，我们持续看好算力自主化相关投资机会。 科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 （文章来源：每日经济新闻） 今日截至14点08，沪指实现翻红，科创人工智能ETF华夏（589010）下跌0.91%，较盘中最大跌幅2.73% 显著收窄，盘面呈现洗盘吸筹走势，有望重整再出发。持仓股方面，航天宏图暴涨16.26%，近5个交易 日涨幅达59.43%；芯原股份领跌9.56%，天准科技下跌7.33%，云天励飞下跌5.82%。流动性方面，盘中 成交金额超2800万元，市场交投活跃；昨日获资金加码2853万元，资金持续汇聚。 消息方面，8月26日，全新一代中国操作系统 —— 银河麒麟操作系统 V11 在 2025 中国操作系统产业大 会正式发布，这款系统使用了全新磐石架构，操作体验、安 ...

Group 1 - The core viewpoint highlights the strong performance of the Huaxia Sci-Tech AI ETF (589010), which rose by 1.39% today, showcasing high elasticity and explosive potential in the AI sector [1] - Over the past 20 trading days, the ETF has seen a significant increase of 19.83%, indicating robust market interest and momentum [1] - Key holdings such as Chipone Technology (芯原股份) led the gains with a rise of 5.65%, while other companies like Hengxuan Technology (恒玄科技) and Cambricon Technologies (寒武纪) also experienced increases of over 3% [1] Group 2 - The CEO of OpenAI, Sam Altman, stated that the U.S. has severely underestimated China's comprehensive development potential in the AI field, particularly in reasoning technology and product commercialization [1] - Oriental Securities noted that AI applications are evolving from dialogue-based applications, represented by ChatGPT, to task-oriented applications centered around agents, indicating a shift in application paradigms [1] - The Huaxia Sci-Tech AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]

Market Overview - The AI and robotics sectors experienced a strong rally, with the Huaxia Sci-Tech AI ETF (589010) closing up 1.20% and a 5-day increase of 6.14% [1] - Among the 30 component stocks, 28 saw gains, with Lanke Technology leading at 4.56% and Stone Technology rising 4.03% [1] - The Robotics ETF (562500) rose by 2.13%, with a significant increase in trading volume, totaling 1.695 billion yuan [1] - The latest scale of the Robotics ETF reached 17.078 billion yuan, setting a new record [1] Key Developments - The Zhiyuan Expedition A2 humanoid robot successfully completed a 24-hour live stream challenge in high temperatures, marking a global first for autonomous long-duration walking in such conditions [2] - The Shenzhou 20 crew utilized the "Wukong AI" model during a 6.5-hour extravehicular activity, enhancing operational support for astronauts [2] - The "Embodied Tiangong Ultra" robot won the championship in the 100-meter sprint at the first humanoid robot sports event, clocking in at 21.50 seconds [2] Institutional Insights - Guojin Securities anticipates a surge in applications for robots with simple movements but high flexibility in the third and fourth quarters of this year, with a gradual increase in efficiency expected through data and model optimization [3] - The logistics, apparel, and healthcare sectors are seeing increased participation from application enterprises, supported by favorable policies [3] Popular ETFs - The Robotics ETF (562500) is the only fund in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and small-cap elasticity [4]

Core Viewpoint - The AI-focused ETF, Huaxia (589010), has shown strong performance with a 15.69% increase over the past 20 trading days, significantly outperforming the Shanghai Composite Index, indicating the robust elasticity of the "AI + Sci-Tech Board" sector [1][2] Group 1: ETF Performance - As of 14:20 today, Huaxia AI ETF is down 0.35%, but has demonstrated a solid upward trend recently [1] - The ETF has a turnover rate of 22.20% and a total trading volume of 16.75 million, reflecting active market participation [1] Group 2: Holdings Performance - Cambricon Technologies leads with a 2.82% increase, while Chipone Technology rises by 2.68% [1] - Lingyun Technology has the largest decline at 3.78%, with other companies like Amlogic and Daotong Technology also experiencing drops of over 2% [1] Group 3: Major News - On August 5, after market close, Jintai Holdings announced a significant AI pharmaceutical collaboration with DoveTree, securing a $51 million upfront payment and potential further payments totaling $4.9 million and milestone payments of $58.9 billion, bringing the total deal value to $59.9 billion [1] - This collaboration sets a new record in the "AI + Robotics" new drug development sector [1] Group 4: Industry Outlook - Longcheng Securities suggests that the continuous upgrade of global foundational large models, along with decreasing costs and improved effectiveness, will drive the prosperity of multimodal AI applications and the AI Agent ecosystem [1] - The report emphasizes the potential of AI-driven digital interactions to become a hot sector in the media and internet industry [1]

Group 1 - The core viewpoint of the news highlights the positive performance of the Huaxia Sci-Tech AI ETF (589010), which rose by 0.27% and showed increased trading activity, indicating heightened market interest in AI technology [1] - The ETF closely tracks the Shanghai Stock Exchange Sci-Tech Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2] - The trading volume reached 24.43% turnover with total transactions exceeding 17 million yuan, significantly higher than the same period in previous days, reflecting a vibrant market environment [1] Group 2 - The launch of the AI-Scientist research intelligent platform by Zhongke Wenge is a significant development, utilizing the ScienceOne model from the Chinese Academy of Sciences to assist researchers in various tasks [1] - Century Securities noted that Google's strong Q2 performance indicates a positive cycle of strong demand and investment in AI, with expectations for optimistic earnings reports from other cloud service providers [1] - The report suggests focusing on sub-sectors related to overseas computing power construction, such as optical modules, CPO, and PCB, as AI demand continues to drive capital expenditure [1]

Market Review - On July 22, the Huaxia Sci-Tech AI ETF (589010) closed down 0.96%, with major holdings like Youke De falling 7.22% and others like Hehe Information and Aobi Zhongguang dropping over 3% [1] - The Robot ETF (562500) also saw a decline of 0.56%, with a total trading volume of 826 million yuan, significantly lower than the previous day's 1.079 billion yuan, indicating a normal market correction [1] - The Robot ETF recorded a net inflow of 23.82 million yuan, accumulating a total of 749 million yuan over the last 10 trading days, suggesting stable market sentiment [1] Hot News - On July 23, Alibaba open-sourced its latest programming model Qwen3-Coder, achieving significant breakthroughs in coding and intelligence capabilities, rivaling top models like Claude4 [2] - Magic Atom, a company focused on embodied intelligence, launched the MagicDog-W, a wheeled quadruped robot with 17 degrees of freedom, capable of intelligent terrain adaptation [2] - OpenAI announced a partnership with Oracle to develop an additional 4.5 GW of data center capacity in the U.S., enhancing its AI infrastructure significantly [2] Institutional Views - Guolian Minsheng Securities highlighted that Agents have become a global consensus, with their capabilities expanding, driven by infrastructure improvements like MCP [3] - Major players like OpenAI, Anthropic, and Google maintain their lead in the general domain, while domestic companies are emerging with various Agent products [3] - The report suggests focusing on domestic large enterprises' Agent strategies and the progress in native AI applications in education, companionship, short dramas, and gaming [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with over 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and small-cap elasticity [4]

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech Artificial Intelligence ETF (589010), which rose by 0.38% after a brief dip, indicating a stable market awaiting a significant rise in the AI sector [1] - The leading stocks in the ETF include Yuke Technology, which surged by 7.23%, and Lingyun Optics, which increased by 5.08%, with several other companies like Hengxuan Technology and Loxin Technology also showing gains of over 2% [1] - The trading volume was robust, with a turnover rate of 3.61% and a total transaction amount of 2.71 million, reflecting a steady market sentiment [1] Group 2 - The latest ranking from the LMArena, a reputable global model ranking organization, placed the Kimi K2 model developed by Beijing Moon Dark Side Technology at the top of the global open-source model list, receiving over 3,000 community votes and ranking fifth overall in the model arena [1] - Dongwu Securities noted that the demand for AI is driving the equipment supply chain, with advanced processes continuing to expand. The training cards were previously dominated by Nvidia, while inference cards can be effectively produced on domestic 12nm platforms, enhancing cost-effectiveness [1] - Domestic IC design companies like Tian Shuzhixin are beginning to transition inference cards to the domestic supply chain, which is expected to benefit related sectors such as advanced packaging [1]

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech AI ETF (589010), which has shown a slight increase of 0.10% after an initial surge and subsequent pullback, indicating a stable trading environment [1] - Among the holdings, Foxit Software led with a gain of 5.08%, while companies like Hehe Information, Yuke Technology, and Kingsoft Office also saw increases of over 3%. Conversely, Stone Technology experienced a decline of 2.14%, with other companies like Star Ring Technology, Lexin Technology, and Chip Origin also falling by more than 1% [1] - The trading volume reached a turnover rate of 15.53%, with a total transaction amount of 11.64 million, reflecting a high-frequency trading style in the market [1] Group 2 - MyShell, an AI agent platform, announced a significant update to its flagship product, which is described as the world's first AI product integrating "Claude Code + Cursor + v0" and other possibilities, likened to a combination of popular applications like "Jianying + Douyin" or an AI agent version of Instagram [1] - Guolian Minsheng Securities believes that China possesses mature technology for developing AI agents, with the market potential expected to gradually be released [1] - The year 2025 is projected to be a pivotal year for the growth of AI glasses, with significant movements from domestic and international manufacturers, including the official launch of Xiaomi's AI glasses, marking the entry of the consumer-grade smart glasses market into a phase of scaled competition [1][2]

Market Overview - On July 7, the Huaxia Sci-Tech AI ETF (589010) closed down 0.71%, with leading declines from holdings such as Hehe Information down 2.79%, Hongsoft Technology down 2.66%, and Kingsoft Office down 2.66% [1] - The Robot ETF (562500) closed down 1.08%, with leading declines from holdings like Yingfeng Environment down 6.09%, Greentech Harmony down 3.31%, and Huachen Equipment down 3.26% [1] - The trading volume for the day was 516 million yuan, making it the most active among similar ETFs, indicating good liquidity [1] - In terms of fund flows, the Robot ETF saw a slight outflow of 35 million yuan, but had net inflows on 3 out of the last 5 trading days, totaling 173 million yuan [1] Industry Highlights - Zhiyuan launched a new humanoid robot product, Lingxi X2-N, featuring a dual-mode design that allows switching between wheeled and bipedal movement, capable of climbing stairs and carrying weights up to 12 kg [2] - Isomorphic Labs, a spinoff from DeepMind, is preparing to begin human trials for AI-designed drugs, utilizing advanced machine learning to analyze biological data and identify drug targets [2] - The Beijing Humanoid Robot Innovation Center released an open-source motion control framework, Tien Kung-Lab, aimed at enhancing the performance of humanoid robots in complex environments [2] - Zhongyin Securities suggests that the development of brain-computer interface technology in humanoid robots could create new human-machine interaction models and address motion control challenges [2] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [3] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the "brain" of robotics, with a 20% fluctuation range and flexibility in small and mid-cap stocks, aiming to capture the "singularity moment" in the AI industry [3]

Group 1 - The core viewpoint of the news highlights the performance of the AI-focused ETF and the significant growth in the AI IaaS market, particularly in the context of generative AI [1][2] - As of 11 AM today, the Huaxia Sci-Tech AI ETF (589010) is down 1.28%, with component stocks showing mixed performance, including Shitou Technology leading with a 1.64% increase and Hengxuan Technology declining by 3.32% [1] - According to IDC's latest report, Alibaba Cloud is projected to capture a 23% market share in the AI IaaS sector for 2024, while Huawei Cloud and Volcano Engine are expected to hold 10% and 9% respectively [1] Group 2 - The report indicates that the generative AI IaaS market in China is expected to surge by 165% year-on-year in the second half of 2024, reaching 8.74 billion yuan, marking a significant milestone where it will account for over 70% of the overall AI IaaS market [1] - Huatai Securities expresses optimism regarding the AI training and inference demand, suggesting that global tech firms are likely to increase their AI investments [2] - The outlook for the second half of 2025 includes expectations for continued iteration of large model architectures and advancements in domestic manufacturing capabilities, which may enhance the localization rate for domestic equipment manufacturers [2]