Group 1: AI Model Development - xAI's Grok 4 achieved an accuracy rate of 25.4% in "Humanity's Last Exam," surpassing Google's Gemini 2.5 Pro at 21.6% and OpenAI's o3 at 21% [1] - The emergence of multi-modal large models is expected to create significant investment opportunities in both computational power and applications [1] - The AI sector is likely to see further catalytic events in the second half of the year, including the release of new models and platforms from companies like OpenAI and NVIDIA [1] Group 2: Investment Trends - The AI investment trend is gaining momentum, particularly following NVIDIA's market capitalization reaching 4 trillion [2] - The Huabao ETF, focused on the domestic AI industry chain, saw a net inflow of 39.22 million yuan on July 10, with 8 out of the last 10 trading days showing net inflows totaling 50.65 million yuan [2] - Analysts emphasize the importance of experiencing the benefits of the AI era and recognizing the long-term investment value in the rapidly evolving AI technology landscape [4] Group 3: Domestic AI Development - Domestic AI model DeepSeek has made significant advancements, breaking through overseas computational barriers and establishing a foundation for local AI companies [5] - The Huabao ETF is strategically positioned in the domestic AI industry chain, benefiting from the acceleration of AI integration in edge computing and software [5]

事实上，上交所数据显示，科创人工智能ETF华宝（589520）近10个交易日中，有7个交易日获资金净 流入，累计金额1012万元。 成份股方面，乐鑫科技涨近6%，安路科技、虹软科技、奥普特、航天宏图、萤石网络等个股收红。 或由于英伟达市值突破4万亿美元，点燃AI投资热潮，今日（7月10日）重点布局国产AI产业链的科创 人工智能ETF华宝（589520）场内价格收跌0.47%，但频现宽幅溢价区间，显示买盘资金更为强势！全 天成交额近2000万元，较前一日环比激增133%，伴随成交放量，或有资金逢跌介入！ 2、技术突破驱动产业升级，国产化进程加速 国产大模型（如ChatGLM4、百度文心一言4.0、讯飞星火）已接近GPT-4性能，中文场景表现优异，成 本大幅下降，部分模型免费开放，降低应用门槛。多模态大模型（如华为盘古5.0）加速工业设计、医 疗研发等场景落地，缩短研发周期（如汽车造型设计从1-2年缩至数月）。端侧方面，AI手机、AI眼 镜、AIPC等硬件快速普及，高通、小米等厂商推动端侧AI生态成熟。 3、应用场景爆发，商业化进程加速 B端，行业赋能深化。工业领域，AI+CAD、智能控制、机器视觉优化生产流程， ...

Group 1 - The core viewpoint highlights the strong performance of the domestic AI industry chain, particularly the Huabao AI ETF, which has seen significant net inflows despite some trading days in the red [1][4] - The Huabao AI ETF has recorded a net inflow of 10.12 million yuan over the past 10 trading days, with 7 days showing positive inflows [1] - Key constituent stocks such as Lexin Technology and Aerospace Hongtu have shown positive price movements, indicating investor confidence in the sector [1] Group 2 - Nvidia's stock price surged over 2% on July 9, with its market capitalization surpassing 4 trillion yuan, marking it as the first company to reach this milestone [3] - The demand for AI hardware and chips has significantly increased since the launch of ChatGPT in late 2022, leading to substantial profits for Nvidia [3] - Nvidia positions itself as a leader in producing GPUs essential for large language models, benefiting from a renewed investor interest in the AI sector [3] Group 3 - The Huabao AI ETF focuses on the domestic AI industry chain, balancing investments across application software, terminal applications, terminal chips, and cloud chips, which are expected to benefit from the acceleration of AI integration [4] - The electronic ETF (515260) tracks the electronic 50 index and covers key sectors such as semiconductors and consumer electronics, including AI chips and cloud computing [5]

热门ETF方面，一基双拼"消费电子+半导体"的电子ETF（515260）单边上扬，场内价格盘中涨超2%。 资金面上，电子板块获主力资金净流入183亿元，霸居31个申万一级行业首位！电子ETF（515260）权 重股工业富联获主力资金净流入29亿元，登顶A股吸金榜榜首！ | 44885 | 名称 | 涨跌幅 | 主力净流入额 ▼ | 5日主力净流入额 20日主力净流入额 | | --- | --- | --- | --- | --- | | 801080 | 电子(申万) | 2.22% | 183.62亿 | 291.94亿 1072.18亿 | | 801730 | 电力设备(申万) | 2.29% | 101.36亿 | 196.96亿 667.52亿 | | 801750 | 计算机(申万) | 1.46% | 84.42亿 | 154.90亿 733.46亿 | | 801770 | 通信(申万) | 2.70% | 76.04亿 | 78.53亿 454.82亿 | | 801790 | 非银金融(申万) | 0.87% | 57.49亿 | 67.91亿 415.54亿 | | 代码 | 名称 | ...

Group 1: AI Industry Trends - The domestic AI industry is experiencing a surge, with the Huabao Science and Technology Artificial Intelligence ETF (589520) seeing a price increase of 1.42% [1] - Key stocks in the ETF, such as AsiaInfo Security and Lexin Technology, have risen over 5%, indicating strong market interest [1] - The AI glasses market is expanding, with Xiaomi set to launch its AI glasses featuring first-person shooting capabilities, enhancing user interaction through AI [3] Group 2: Investment Opportunities - The Huabao Science and Technology Artificial Intelligence ETF is strategically positioned to benefit from the acceleration of AI integration in various sectors, including application software and terminal chips [5] - The Huabao ETF's associated fund is currently open for subscription, providing a low-cost investment option for retail investors [5] - The electronic ETF (515260) focuses on semiconductor and consumer electronics sectors, covering popular industries such as AI chips and cloud computing [6] Group 3: Technological Advancements - AI technology is increasingly being integrated into consumer electronics, including smart glasses, headphones, and smart speakers, enhancing user experience [4] - The development of AI glasses by companies like Meta and Oakley showcases the potential for AI applications in sports and outdoor activities [3] - The convergence of AI and AR technologies is anticipated to create the next generation of mobile smart devices, following smartphones [3]

今日（6月25日）科技自主可控方向继续活跃，重点布局国产AI产业链的科创人工智能ETF华宝 （589520）场内价格一度涨逾1.4%，现涨0.47%，冲击日线2连阳。 成份股方面，石头科技涨超4%，乐鑫科技涨逾2%，道通科技、凌云光、复旦微电携手涨逾1%。 消息面上，央行等六部门联合印发《关于金融支持提振和扩大消费的指导意见》，引导金融机构从消费 供给和需求两端强化金融服务，满足各类主体多样化融资需求，推动扩大高质量消费供给，助力释放消 费增长潜能。 此外，5月集成电路产量及出口量攀升，半导体中报业绩有望延续较高增长。Q2通讯器材零售同比持续 较高增，消费电子盈利或边际改善。 湘财证券指出，2025 年以来，消费电子延续复苏态势，人工智能技术的进步推动AI 基建需求维持高景 气，同时，AI 技术在终端上的落地推动端侧硬件升级。鸿蒙智能体框架（HMAF）的出现，不仅让鸿 蒙具备了智能体的原生支持能力，让多智能体能并存、协同、持续进化，也将端侧的AI 能力更进一步 内化为操作系统的能力，标志着端侧AI 能力的再升级。智能体在鸿蒙6.0上的深度融合，有望推动端侧 AI 应用的落地，推动端侧AI 应用体验的提升，进而 ...

今天不算标题党，因为港股的三大指数，恒生、恒生科技，恒生国企，较4月的低点，都已反弹了20%以上，步入了技术性牛市—— 技术性牛 市，当然也算牛市 ，就好像广东的靓仔也是靓仔一样。 同时，三者年初以来的涨幅，也都超过了20%，分别为20.55%、21.6%、20.44%，可以说是并驾齐驱的同时上涨。 观点，其实总结过好几次了，没啥变化，还是此前，在《 今年要有牛市思维 》里提到的，可以高看港股一眼， 核心是几个关键的周期 ，下图。 逐一来看上面所说的四个周期的话，其实都有实际的案例，可以印证。 比如， 第三块，对平台经济的松绑周期 ，年初至今，对家电板块的国补政策，我们先不论政策是否具备可持续性，但不可否认的是，年初至 今，包括小米、包括京东，这些互联网巨头，都受益于国补政策，一季度业绩增速领先，而没有享受到国补的拼多多，以及线下商铺，则是结构 性政策失意的那头。 又比如， 第四块，提到的"互联网平台、新消费、创新药" ，最近大家应该是能够在上涨的过程中，感受的越来越清晰的，下图，恒生一共28个 行业指数，年初至今的涨幅中位数是10%左右，上半区，除去港股金融以及港股汽车外，几乎全部被港股医药、港股科技、港股 ...

ETF开盘涨跌不一，可持续发展ETF(515090)领涨7.97%，科创人工智能ETF华宝(589520)涨1.71%，稀土 ETF易方达(159715)涨1.65%，科创50ETF富国(588940)领跌1.96%，科创信息（300730）技术 ETF(588100)跌1.06%，金融科技ETF(159851)跌0.88%。 ...

科技成长攻势猛烈，今日（2025年6月5日）强势霸榜！AI、信创、金融科技、大数据产业、电子等各细分赛道ETF跻身ETF涨幅榜前列。创业板指续涨 1.17%三连阳，A股放量成交1.32万亿元。 具体来看，算力产业链二连爆，中际旭创、新易盛等多只CPO股价创阶段新高，市场首只的创业板人工智能ETF华宝（159363）场内续涨3.32%。科创人工 智能同样火热，589520场内涨2.57%。 稳定币概念与金融科技板块出现共振发力，宇信科技飙升近15%，恒宝股份、翠微股份涨停，金融科技ETF（159851）盘中冲击3.5%，一举站上半年线， 全天成交6.54亿元，较昨日放量逾五成。 近期超级"黑马"信创继续狂奔，场内热门信创ETF基金（562030）人气爆棚，全天成交2.38亿元，大幅刷新上市首日1.4亿元的最高纪录！换手率超100%， 在全市场7只信创类ETF中高居首位！ 港股方面，科技股涨幅亦靠前，科网龙头领衔，快手大涨5%，阿里巴巴涨3.23%，美团涨2.63%，重仓港股互联网龙头港股互联网ETF（513770）场内涨 2.04%。值得注意的是，此前4日"513770"连续吸金合计1.5亿元。 | 序号 代码 ...

今日（5月14日）市场盘整，重点布局在国产AI产业链的科创人工智能ETF华宝（589520）早盘场内价 格一度摸高0.9%，后被大盘拖拽，现跌0.45%，拉长时间来看，该ETF自本轮低点（4月28日）以来，累 计涨超16%。 成份股方面，中邮科技涨超8%，芯原股份涨逾3%，石头科技涨逾2%，海天瑞声、云天励飞-U等个股 逆市飘红。 | 分时 部日 1分 5分 15分 30分 60分 图 网 月 页房 | | | 绿会属 F9 前景区 后发露加 图场 工具 @ (2) | | | 科创人工智能ETF华安 O | 589520 | | --- | --- | --- | --- | --- | --- | --- | --- | | BA MAS 0.8931 MA10 0.850T MA20 0.8721 | | 589520.SHINNA.LEWEEFFICE: 2025/05/14 03/389 00/04/245/6/2000 FF 0.093 00/90 (0.097 @ 5237) 08.09% 幅: | | 2025/03/13-2925/05/14(41日)▼ at | 0.889 | | -0. ...