6月9日，A股三大指数集体高开，科技方向小幅上涨。截至发稿，上证科创板人工智能指数涨0.20%。 相关ETF方面，科创板人工智能ETF（588930）涨0.09%，盘中溢价率0.11%。成分股方面，海天瑞声涨 超4%，有方科技、道通科技、麒麟信安等个股跟涨。资金流向情况方面，据Wind金融终端，6月6日科 创板人工智能ETF（588930）获资金净流入688万元。 科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数，上证科创板人工智能指数从科创板 市场中选取30只市值较大的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。该ETF还配置了场外联接基金， 分别为联接A（023550）、联接C（023551）、联接I（023552）。 行业端方面，据火山引擎官网，2025火山引擎原动力大会·春于6月11日—12日举行，本次大会聚焦大模 型与AI云原生等前沿领域。包括Agent开发、多模态理解、深度思考、AI云原生等多个话题。 中信建投表示，近期多模态动态更新密集。5月21日，谷歌于2025I/O大会上正式推出Veo3视频 ...

Core Insights - Citic Construction Investment (中信建投) highlights the recent surge in multimodal dynamic updates in the AI sector, indicating a significant trend towards enhanced video generation and communication technologies [1] Group 1: Company Developments - On May 21, Google officially launched the Veo3 video generation model at the 2025 I/O conference, achieving AI video and audio synchronization [1] - On May 23, Doubao introduced a video call feature that supports real-time video communication and screen sharing [1] - Kuaishou announced that its AI ARR is expected to exceed 100 million USD by March 2025, with monthly payment amounts surpassing 100 million RMB in April and May [1] Group 2: Industry Trends - The upcoming Apple WWDC 2025 on June 10 and ByteDance's Force 2025 conference on June 11 are anticipated to accelerate the deployment of multimodal models and edge AI products [1]

Core Viewpoint - The article discusses the advancements in domestic AI technology, particularly focusing on the new video call feature of the "Doubao" AI, which can accurately tell the time and engage in real-time conversations while watching videos [1][3][4]. Group 1: AI Capabilities - The domestic AI can accurately report the time during a video call, demonstrating significant improvement over previous models that struggled with such tasks [2][3]. - The AI integrates internet search capabilities, enhancing the accuracy and timeliness of its responses to current events and trending topics [6][7]. - The new feature includes subtitles, allowing users to view the conversation history, which adds to the interactive experience [9]. Group 2: Practical Applications - The AI can serve as a companion for watching shows, accurately identifying scenes and providing commentary, as demonstrated with the show "Zhen Huan Zhuan" [16][18]. - It can assist in cooking by recognizing ingredients and providing detailed cooking instructions, showcasing its practical utility in everyday tasks [20][22]. - The AI is capable of solving academic problems, such as physics questions, and can assist with understanding complex topics like calculus, highlighting its educational applications [23][34]. Group 3: Underlying Technology - The "Doubao Visual Understanding Model" powers the AI's capabilities, featuring strong content recognition abilities that allow it to identify various elements in images [24][25]. - The model excels in understanding and reasoning, enabling it to perform complex logical calculations and provide clear problem-solving strategies [33][34]. - The AI's detailed visual description and creative capabilities contribute to its effectiveness in real-time interactions, making the user experience engaging and informative [35][36].