招商证券表示，中国大模型产业将面临三重关键跃迁：1）从技术追赶向局部领跑转变，在细分赛道形 成全球对标优势；2）从单点突破走向生态协同，实现模型、平台与行业应用的系统整合；3）从试点验 证迈向规模商用，推动 AI 能力融入千行百业。这一趋势将进一步重塑全球人工智能竞争格局，为中国 科技产业带来长期结构性增量。 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"。 今日截至14点01分，科创人工智能ETF华夏（589010）上涨2.02%，放量突破持续向上，一举收复前两 日跌幅。持仓股方面，30只成分股中有28只呈现涨势，星环科技领涨13.14%、寒武纪上涨6.03%，云从 科技上涨4.90%，云天励飞、合合信息等跟涨。流动性方面，盘中换手达15.51%，成交总额超1300万， 较昨日同期大幅增加，资金认购火爆。 消息方面，7月10日，微软正式在官网和 Hugging Face 开源了 Phi-4 家族的最新力作 Phi-4-mini-flash- reasoning。这是一款专为受限算 ...

【市场复盘】 周一（2025年6月23日），截至收盘，科创人工智能ETF华夏（589010）收跌0.72%，持仓股方面，恒玄 科技下跌5.46%领跌，澜起科技下跌4.36%、石头科技下跌3.62%跌幅靠前；机器人ETF（562500）收涨 0.50%，持仓股方面，东杰智能涨10.47%领涨，天智航涨7.27%、快克智能涨3.04%涨幅靠前。当日交易 金额3.59亿元，居相同标的ETF首位，市场成交活跃，流动性佳。 中国银河证券表示，A股当前估值处于历史中等水平，且相较海外成熟市场偏低，风险溢价和股息率具 备较高投资性价比。在政策推动中长期资金入市、权益类公募基金扩容及政策工具护航下，A股资金面 有望延续稳中向好态势。2025年下半年，A股整体将呈现震荡向上的行情特征，但需关注海外不确定性 因素与国内经济修复节奏的扰动。科技创新是推动A股新供给侧改革的核心动力，TMT板块拥挤度回落 至低位，一季度景气度回暖，细分行业资本开支加速。建议关注AI算力、AI应用、具身智能、创新药 等方向。同时，安全资产如红利板块具备防御属性，央企高股息标的与中长期资金配置需求高度契合， 值得关注。 【热门ETF】 机器人ETF（56 ...

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"。 消息面上，在日前举行的2025上海世界移动通信大会上，华为常务董事汪涛表示，在个人通信领域，移 动终端正从以APP为中心走向以Agent为中心，让每个人都有专属智慧助手。到2030年，全球将有近百 亿的个人AI Agent，重塑用户交互体验，交互方式走向跨应用个性化，交互场景走向跨设备场景化，交 互体验走向跨模态情感化。 中金公司认为，我国人工智能发展迈入商业化落地新阶段，正加速从技术突破转向场景落地、生态协 同。今年以来，国内大模型效能显著跃升，推动AI技术向更广泛的应用领域渗透。当前AI应用进入兑 现期，落地场景不断丰富，商业化进程加快。AI+硬件方面，各类终端设备正在加速智能化；AI软件应 用方面，C端科技大厂以内容创作、情感陪伴、工作效率等类型的AI应用抢占用户流量；B端企业对AI 模型和应用的需求也在升温，研发设计、营销运营等高附加值场景率先发力，大模型助力相关领域降本 增效。 今日截至14：05，科创人工智能ETF华夏（ ...

Market Overview - On June 17, 2025, the Huaxia Sci-Tech AI ETF (589010) fell by 0.81%, with leading declines from Daotong Technology down 4.56%, Yaxin Security down 4.10%, and Cambrian down 4.06% [1] - The Robot ETF (562500) decreased by 0.49%, with significant drops from Jingye Intelligent down 6.91%, Aifute down 3.85%, and Obsidian down 3.44% [1] - The trading volume for the day was 330 million yuan, making it the most active among similar ETFs, indicating good liquidity [1] Key Developments - The Guangdong State-owned Assets Supervision and Administration Commission announced increased investments in new industries and high-tech enterprises, establishing various investment funds with a total subscription scale of approximately 70 billion yuan, covering 52 projects [2] - Baidu launched the industry's first dual digital human interactive live broadcast room during its "AI Day," showcasing a technology that integrates language, sound, and image based on the upgraded Wenxin large model 4.5T [2] Industry Insights - According to Nanjing Customs, Jiangsu's export of industrial robots reached 690 million yuan from January to May, marking a 90% year-on-year increase [3] - Guojin Securities highlighted the broad application prospects for industrial robots in industries with low penetration rates, such as plastic chemicals and food processing, which require automation through large models [4] - The potential for embodied intelligent robots in sectors facing labor shortages, such as restaurants, housekeeping, and logistics, was also noted [4] ETF Highlights - The Robot ETF (562500) is the only one in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robot industry chain [5] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the "brain" of robotics, with a 20% fluctuation range and the ability to capture "singularity moments" in the AI industry [5]

今日截至13点29分，科创人工智能ETF华夏（589010）现跌0.81%。持仓股方面，亚信安全跌4.01% 领跌，寒武纪跌3.69%、道通科技跌3.36%跌幅靠前。 资金流入方面，科创人工智能ETF华夏最新资金净流入198万元。拉长时间看，近5个交易日内"吸 金"共797万元。科创人工智能ETF华夏（589010）跟踪的科创人工智能指数上周净流入2.98亿元，指数 中排名靠前，资金逆市布局趋势明显。 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 （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 消息面上，近日"科创板八条"发布满一周年，"科八条"发布以来，近500家科创板公司推出股权激 励计划；371家公司进行分红或送转，涉及总额389 ...

截至10:29，科创人工智能ETF华夏（589010）现跌0.20%，持仓股涨跌互现，中邮科技上涨 9.59%，有方科技、优刻得涨幅靠前；金山办公下跌2.42%领跌，芯原股份、海天瑞声跌幅靠前。 每日经济新闻 （责任编辑：张晓波 ） 消息面上，深圳市委副书记、市长覃伟中表示，为推动人工智能发展，深圳鲜明提出建设全球人工 智能先锋城市，深入实施"人工智能+"行动，加快建设一批人工智能重大基础设施项目。 【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 交银国际指出，科技股估值虽未回到之前高点，但已基本修复，建议投资者关注确定性较高的领 域。首先，人工智能仍是今后一段时间最关键的技术变化，下半年随着部分关键产业链公司完成产品升 级，市场关注点或将重新回到基础设施建设进度和应用落地变现等基本面。其次，建议投资者继续关注 科技产业链的国产创新进程，包括国产半导体设计、设备、制造等领域。 估值方面，科创人工智能ETF ...

Group 1 - The AI sector is experiencing a rise, with the Huaxia Sci-Tech AI ETF (589010) increasing by 0.29% as of 10:05 AM, led by Hai Tian Rui Sheng's 7.18% gain [1] - Over the past five days, the Huaxia Sci-Tech AI ETF has risen by 4.14%, aiming for a five-day consecutive increase [1] - Meta is considering a significant investment in the AI data labeling startup Scale AI, potentially exceeding $10 billion, which could become one of the largest private financing rounds in history [1] Group 2 - Huatai Securities emphasizes that Agent products must deeply integrate with vertical industry and scenario data for successful commercialization [2] - The AI application in marketing and sales has transitioned from exploration to large-scale implementation, making it one of the fastest-growing areas for AI model deployment [2] - The latest TTM price-to-earnings ratio for the Huaxia Sci-Tech AI ETF is 119.73, positioned at the 22.71% percentile, indicating a low valuation compared to the past year [2]

周三（2025年6月4日），截至收盘，科创人工智能ETF华夏（589010）上涨0.2%，持仓股方面，奥普特 上涨4.65%领涨，有方科技上涨2.96%、金山办公上涨2.72%涨幅靠前；机器人ETF（562500）上涨 0.6%，持仓股方面，亿嘉和上涨5.65%领涨，奥普特上涨4.65%、绿的谐波上涨4.61%涨幅靠前。当日交 易金额4.41亿元，居相同标的ETF首位，换手率3.43%，市场成交活跃。 【市场复盘】 【热点要闻】 1.6月5日凌晨1点，OpenAI开始技术直播对ChatGPT进行了重大更新，包括向macOS用户推出ChatGPT会 议记录模式，可以转录任何会议、头脑风暴或语音笔记，并快速提取要点然后转化为新的内容。另外一 个重要功能就是ChatGPT正式支持MCP协议，例如，直接连接Github、SharePoint等常用工具，实现跨 平台数据整合、搜索和推理。简单来说，OpenAI希望把ChatGPT打造成智能协作平台。 2.6月4日，OpenAI宣布，公司的付费企业用户已突破300万，较2月份报告的200万实现了爆发式增长， 并进行了一些产品的更新与升级。据OpenAI介绍，这300万用户 ...

Group 1 - The A-share market experienced a decline, with the Sci-Tech Artificial Intelligence ETF (Hua Xia, 589010) down by 0.59% as of 13:40 [1] - Among the holdings, Stone Technology led the decline with a drop of 4.06%, while China Post Technology surged by 20.00% to lead the gains [1] - The CMG World Robot Competition featured a non-professional AI blogger's robot, "AI Strategist," winning the championship, indicating advancements in underlying algorithms [1] Group 2 - Huajin Securities highlighted the investment value in the domestic AI sector, noting a shift in growth dynamics from "training" to "inference" in the intelligent computing center market [2] - China's intelligent computing power is expected to maintain an annual growth rate exceeding 40% from 2025 to 2027, reaching a supply scale of 4080 EFlops by 2027 [2] - The Sci-Tech Artificial Intelligence ETF (Hua Xia, 589010) tracks the Shanghai Stock Exchange Sci-Tech Board AI Index, covering high-quality enterprises across the entire industry chain [2]

Market Overview - On May 20, 2025, the Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) rose by 1.08%, with Zhongyou Technology leading the gains at 5.56%, followed by Stone Technology and Chip Origin [1] - The Robot ETF (562500) increased by 0.35%, with Xinbang Intelligent surging by 19.99%, and other stocks like Dongjie Intelligent and Weichuang Electric also seeing gains exceeding 5% [1] - The trading volume reached 474 million yuan, making it the top performer among similar ETFs, with a turnover rate of 3.6%, indicating active market participation [1] Key Developments - The Zhejiang Provincial Government issued measures to support AI innovation, focusing on embodied intelligence applications and establishing industry bases and public testing environments [1] - The measures encourage state-owned enterprises to develop at least 50 application scenarios in future factories and smart parks, creating "model rooms" and "experience centers" for embodied intelligence [1] - Support for smart terminal consumption includes subsidies for smart home robots and smart glasses, with a maximum of 2,000 yuan per item based on 15% of the product price [1] Company Innovations - Tencent launched the Mixed Yuan Game Visual Generation Platform, an industrial-grade AIGC game content production engine that significantly optimizes game asset generation and production processes [2] - This platform provides AI tools for game designers, enhancing the efficiency of game art design by several times [2] - Apple is preparing to allow third-party developers to use its AI models to create software, aiming to stimulate new applications and enhance device attractiveness, with an announcement expected at the upcoming developer conference [2] Institutional Insights - CITIC Securities reported that the rapid progress of AI agents is likely to sustain an upward trend in the AI industry chain [3] - Continuous iteration of AI models and technologies benefits software companies with data, customers, and scenarios, potentially increasing ARPU and project pricing [3] - Growing demand for model privatization favors integrated machines, hyper-converged solutions, and B2B service outsourcing companies [3] Popular ETFs - The Robot ETF (562500) is the largest robot-themed ETF in the market, facilitating investors' access to the Chinese robotics industry [4] - 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 focus on small and mid-cap stocks [5]