Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which rose by 0.68% and showed resilience despite some individual stock pullbacks [1] - Key holdings in the ETF include Lexin Technology and Chip Original Co., both of which increased by over 5%, while leading stock Hanwei Technology rose nearly 3% [1] - Baidu announced the establishment of a new technical research organization, including a foundational model research department and an application model research department, both reporting to CEO Li Yanhong [1] Group 2 - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain [2] - The ETF benefits from high R&D investment and policy support, with a 20% price fluctuation limit and small-cap elasticity aiding in capturing the "singularity moment" of the AI industry [2]

截至9:52，科创人工智能ETF(589010) 在早盘快速回落后企稳反弹，现微涨0.15%，走势呈现高开低走 后的窄幅平台整理格局。盘面上，成分股多数飘红，17只持仓股上涨，13只下跌，其中乐鑫科技、芯原 股份、晶晨股份涨幅均超1%。流动性方面，ETF成交额已突破4000万元，换手率超过1%，市场交投活 跃，买卖盘相对均衡。值得一提的是，该ETF在近期保持资金吸引力，仅11月19日单日就获得超1.44亿 元资金的净流入，显示资金正积极关注和布局人工智能核心资产。 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"。 开源证券表示，英伟达芯片后门事件敲响警钟，推动AI芯片国产化占比进一步提升。2025年7月31日， 国家网信办依法约谈美国芯片巨头英伟达公司，直指其对华销售的H20算力芯片存在 "漏洞后门安全风 险"。此外，国产AI芯片企业的快速发展，也在重塑市场竞争格局。通过提供高性价比的芯片方案，并 结合自有软硬件生态，国产厂商正逐步提升市场竞争力，降低对海外厂商的依赖。 消息方面， ...

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"。 截至13:59，科创人工智能ETF(589010) 今日低开后震荡下行，当前维持在0.67%的跌幅附近运行，走势 相对弱势。持仓股方面呈现显著分化，7只个股实现上涨，而23只个股出现下跌，其中思看科技领跌超 4%，拖累指数表现；但威胜信息和奥比中光等少数个股逆势上涨超1%，表现出一定的结构性机会。盘 中成交额已突破1.58亿元，显示出市场交投活跃，资金换手充分，投资者对人工智能赛道的长期关注热 度不减。 （文章来源：每日经济新闻） 消息方面，百度文库和百度网盘的总MAU已接近3亿。百度APP文心助手的使用量正在快速增长，对话 轮次同比增长约5倍，最新DAU近1000万。 开源证券表示，国内互联网厂商资本开支回暖，AI算力或为投资重点。2023年以来，腾讯、阿里等互 联网厂商资本开支明显回暖，我们判断AI算力或为投资重点。 ...

Market Overview - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) surged over 1.1%, outperforming benchmark indices, with net value stabilizing above 1.34 yuan [1] - The sector showed a bullish trend, led by Jingchen Co., which rose over 11%, while other key components like Foxit Software and Haitai Ruisheng increased by over 3% [1] - The ETF's trading volume exceeded 110 million yuan, indicating active market participation [1] - The Robotics ETF (562500) experienced a slight decline of 0.31% amidst mixed performance of heavyweight stocks, demonstrating resilience [1] - Despite cautious overall sentiment, individual stocks like Hongying Intelligent and Yijiahe showed strength, rising over 3% and 2% respectively, providing support to the sector [1] - The ETF recorded significant net inflows over the past two trading days, reflecting long-term optimism from new capital towards the robotics industry [1] Key News - UBTECH responded to claims that the video showcasing the mass production of its humanoid robot Walker S2 was CGI, asserting that the video was filmed live and represents a milestone in delivering hundreds of full-size industrial humanoid robots [2] - Ningbo Fangzheng signed a strategic cooperation agreement with Ningbo Huaxiang Qiyuan Technology Co., focusing on the development and mass production of precision structural components and joint modules for Huaxiang Qiyuan's robotic products [2] Policy and Industry Insights - The Ministry of Industry and Information Technology issued guidelines for high-standard digital park construction, emphasizing the importance of digital transformation in manufacturing and the deployment of intelligent manufacturing equipment like industrial robots [3] - CITIC Securities forecasts that humanoid robots are entering a mass production phase, with annual industry shipments expected to reach tens of thousands, particularly in commercial, educational, and industrial applications [4] ETF Highlights - The Robotics ETF (562500) is the only one in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry chain [5] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and small to mid-cap elasticity [5]

截至9:49，科创人工智能ETF(589010) 上涨0.37%，早盘呈现"探底回升"走势，开盘后迅速修复跌幅并站 稳分时均线。持仓股方面，权重股表现活跃，凌云光领涨超2.4%，晶晨股份涨超2%，乐鑫科技、福昕 软件等跟涨超1%；仅星环科技、亚信安全等少数个股小幅回调。流动性方面，开盘20分钟成交额已突 破849万元，交投情绪热烈，板块有望在震荡中进一步企稳向上。 消息方面，人工智能领域的三家巨头周二表示，它们已达成一项涉及数百亿美元支出的合作，加入了旨 在为AI模型开发注入强劲动力的投资热潮。根据该合作协议，英伟达和微软将向Anthropic投资高达150 亿美元。Anthropic是OpenAI的竞争对手，其模型深受程序员和企业欢迎。Anthropic则表示，将从运行 在英伟达AI系统上的微软Azure购买价值300亿美元的算力。这家芯片公司将与Anthropic在设计和工程 方面进行合作。该联盟是全球AI竞赛中的最新迹象，表明最大的参与者们尽管存在潜在的商业竞争和 政策分歧，也必须相互合作。微软是Anthropic的竞争对手OpenAI的投资者，并向客户提供其模型，而 英伟达首席执行官黄仁勋和Anthr ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which has seen a price increase of approximately 1.36% today, with a significant number of component stocks showing gains, particularly in AI applications and computing power [1] - The ETF has experienced a net increase in shares over the past five days, indicating a positive trend in overall scale [1] - Amazon founder Jeff Bezos has invested in the AI startup Project Prometheus, which has raised $6.2 billion to develop AI tools for engineering and manufacturing applications [1] Group 2 - Citic Securities anticipates two main categories of investment opportunities in AI by 2026: 1) focusing on leading companies in computing power, new technology upgrades, and localized industry clusters; 2) identifying investment opportunities in AI's empowerment and transformation across various industries, driven by companies like OpenAI [2] - The Sci-Tech Innovation Artificial Intelligence 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] - The ETF's design allows for capturing the "singularity moment" in the AI industry, aided by a 20% price fluctuation limit and the elasticity of small and medium-sized stocks [2]

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"。 每日经济新闻 截至9点51分，科创人工智能ETF（589010）上涨约0.83%，早盘呈现低开后震荡走强态势，分时价 格持续运行在分时均线上方，短线动能偏强。持仓股涨多跌少（19涨、11跌），板块内部呈现偏暖格 局，部分核心组件与算力标的录得超过2%的阶段性领涨表现。流动性层面，盘中成交保持活跃，换手 充足，显示买卖双方均有参与意愿。 消息方面，蚂蚁集团今日正式发布全模态通用AI助手"灵光"。据介绍，该产品可以在移动端实 现"自然语言30秒生成小应用"，并且可编辑可交互可分享。灵光也是业内首个全代码生成多模态内容的 AI助手，首批上线三大功能——"灵光对话"、"灵光闪应用"、"灵光开眼"，支持3D、音视频、图表、动 画、地图等全模态信息输出。目前，灵光已同步登陆安卓与苹果应用商店。 开源证券表示，开源模型能力快速追赶，中国大模型被世界"看见"。特别是Deepseek横空出世，引 起世界关注，也带来全球人工智能竞争格局的重塑，目前全球 ...

Market Review - The Huaxia Sci-Tech AI ETF (589010) opened at 1.317 CNY and closed at 1.325 CNY, a slight increase of 0.53%, maintaining a positive performance [1] - Among the holdings, 18 stocks rose while 12 fell, indicating significant structural opportunities; leading gains were seen in AI computing and software sectors, with Star Ring Technology rising over 11% [1] - The Robot ETF (562500) opened at 0.961 CNY and closed at 0.966 CNY, a minor increase of 0.21%, showing a weak recovery pattern [1] - The trading volume for the Robot ETF was approximately 6.94 billion shares with a turnover of about 6.69 billion CNY, indicating sustained high market interest [1] Hot News - Zhiyuan Robotics' CMO introduced three product series based on the "One Body Three Intelligence" technology system, focusing on various scenarios including entertainment and emotional interaction [2] - Ling Universe, an AI + consumer robotics company, announced the completion of a 200 million CNY Pre-A round financing, with participation from several leading financial institutions and listed companies [2] - Chengdu Kanopu Robotics has submitted a listing application to the Hong Kong Stock Exchange [2] Institutional Views - Minsheng Securities highlighted that Tesla's production progress and technological iteration are key themes, with the Optimus V3 expected to start mass production in 2026 [2] - The upcoming IPOs of domestic robot manufacturers like Yushu Technology in 2026 are anticipated to serve as strong catalysts for the industry [2] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion CNY, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [3] - The Huaxia Sci-Tech AI ETF (589010) captures the "singularity moment" of the AI industry with a 20% price fluctuation limit and flexibility in small and mid-cap stocks [3]

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.com 截至9点59分，科创人工智能ETF（589010） 最新价1.319元，小幅上涨0.08%。分时上看，盘初冲 高触及1.334元后快速回落，当前运行于分时均线下方，短线呈震荡回压态势，价格围绕开盘价附近反 复博弈。持仓股结构上，成分股涨跌互现，14只上涨、16只回调，强势方向由设计与AI算力链条带 动，部分标的涨幅超过4%，而智能硬件类个股承压回落。 消息方面，谷歌新一代AI大模型Gemini 3.0有望本周登场，该模型被视为谷歌三年来追赶市场的里 程碑，引发业界高度关注。内部消息人士透露，模型包含Pro、Flash及Ultra多个版本，部分已悄悄在 Open Router和iOS端测试。实测结果显示，Gemini 3.0表现堪称"史诗级跨越"，可5秒生成新粗野主义风 格网页，一句话搭建动态Windows系统，甚至模拟m ...

截至13:49，科创人工智能ETF(589010) 午后维持小幅震荡，最新价1.321元，较昨收微涨0.23%。分时走 势围绕分时均线反复企稳，午后略有回落但整体仍运行在均线附近，短线呈弱势整理格局。持仓股结构 上，成分股涨多于跌（17涨、12跌），个别AI链核心标的出现结构性强势，其中星环科技涨超10%，芯 原股份、福昕软件等维持稳健上行；但恒玄科技、石头科技等出现2%—4%回调，板块内部分化明显。 流动性方面，盘中交投维持正常区间，买卖双方换手充分但未见明显放量。 开源证券表示，无序竞争的阶段已经过去，呈现多强争锋的竞争格局。大模型技术发展已跨越初期规模 化竞争的"百模大战"阶段，正式步入以核心技术突破与商业价值验证为主导的产业深化期。在行业格局 层面，通用基础大模型赛道完成首轮市场整合，核心竞争主体从上百家迅速缩减，标志着行业从资本驱 动向技术壁垒构建的战略转型。目前海外大模型形成OpenAI、Google、Anthropic、X.AI和Meta等主流 大模型厂商，国内大模型团队也在分化成由阿里、字节、DeepSeek、阶跃星辰和智谱等主流大模型厂 商。 科创人工智能ETF华夏(589010)紧密跟踪上 ...