消息面，Alphabet旗下谷歌（Google）发布新一代大型语言模型Gemini3，并从发布当天起将其部署至 谷歌搜索的AI模式、Gemini应用、API接口、VertexAI等核心产品。首席执行官桑达尔·皮查伊（Sundar Pichai）在公司博客中将其描述为"我们最智能的模型"。 芯片ETF（512760）跟踪的是中华半导体芯片指数（990001），该指数聚焦于中国半导体芯片行业，从 市场中选取涉及材料、设备、设计、制造、封装和测试等环节的上市公司证券作为指数样本，以反映半 导体芯片相关上市公司证券的整体表现。该指数精选不超过40只成分股，侧重信息技术领域，集中体现 了行业内的核心资产与技术发展态势。 （文章来源：每日经济新闻） 此次发布的另一核心亮点是谷歌正式推出"Gemini Agents"（双子座代理），这是谷歌首次将能执行多步 骤任务的AI助手以系统化方式向消费者开放。 根据现场演示，Gemini Agent可执行的能力包括：自动整理用户邮箱、提取关键信息；规划完整旅行行 程，包括日程、交通与预算要素；执行具备多个步骤链条的复杂任务；在不同应用场景中作为可调用助 手运行。 ...

政策方面，11月18日，高层印发《高标准数字园区建设指南》，其中指出，健全数字化基础设施。升级网络基础设施，推动5G—A、万兆光网等网 络基础设施建设和演进升级，推进标识解析体系广泛应用，打造高速泛在、敏捷可靠的网络通道。优化算力基础设施，科学合理统筹通算、智 算、超算等多元算力应用，提高算力资源利用效率。 今日（11.19），算力板块再度拉升，云计算ETF汇添富(159273)涨1.43%，盘中成交额超2000万元。热门成分股中，中际旭创涨超5%，新易盛涨超 3%，阿里巴巴-W涨近2%，腾讯控股、中科曙光、金山办公、浪潮信息微涨。 | 分时 多日 1分 5分 15分 30分 60分 = | 综合屏 F9 不复权 超级叠加 画线 工具 © ② | | 云计算ETF汇添高 | | 159273 | | --- | --- | --- | --- | --- | --- | | 159273.SZ[云计算ETF汇添富] 2025/11/19 收 1.281 | 幅 1.43%(0.018) 开 1.263 高 1.282 低 1.263 均 1.275 | WP | | | | | MA5 1.2671 MA10 ...

| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 46091.74 | -498.5 | -1.07% | | | 纳斯达克 | 22432.85 | -275.22 | -1.21% | | | 标普500 | 6617.32 | -55.09 | -0.83% | | | 欧洲斯托克50 | 5533.53 | -107.41 | -1.90% | | | 英国富时100 | 9552.3 | -123.13 | -1.27% | | | 法国CAC40 | 7967.93 > | 5151.09 www.gogudata.com | -1.86% | | | 德国DAX | 23173.05 | -417.47 | -1.77% | | | 俄罗斯RTS | 996.14 | 21.28 | 2.18% | | | 上证指数 | 3939.81 | -32.22 | -0.81% | | | 深证成指 | 13080.49 | -121.51 | -0.92% | | | 创业板指 | 3069.22 ...

Core Insights - Google has launched its next-generation large language model, Gemini 3, which is now integrated into key products such as Google Search, Gemini applications, API interfaces, and VertexAI, marking it as the company's "smartest model" to date [2] - The market's focus has shifted from model upgrades to the actual revenue generation and return on investment from these models, influenced by rapid iterations from competitors like OpenAI and Anthropic [2][5] Group 1: Gemini 3 Launch Strategy - Gemini 3 is deployed in Google Search on the same day of its release, unlike previous versions that took weeks to integrate, allowing AI-generated search results to cover billions of search queries immediately [4] - The consumer-facing generative search is more prominent, with Gemini 3 providing structured and visual responses, resembling interactive web pages rather than traditional link lists, potentially impacting websites reliant on traffic monetization [4] - Google emphasized the performance advantages of Gemini 3, showcasing its leading results in industry benchmarks and the ability to push updates to users more rapidly [4][5] Group 2: Gemini Agents and Enterprise Focus - Google introduced "Gemini Agents," a systematic AI assistant capable of executing multi-step tasks, such as organizing emails and planning travel itineraries, marking a significant step in creating a general-purpose assistant [7] - The company announced the "Antigravity" development platform for enterprise clients, allowing AI agents to perform coding tasks, which strengthens Google's position in the enterprise AI tools market [7] - The Gemini application interface has been revamped to focus on structured layouts and visual content, enhancing the ability to answer complex questions and increasing user engagement [7]

Core Insights - The ChiNext Index fell over 2% in the afternoon, while the Shanghai Composite Index decreased by 0.57% and the Shenzhen Component Index dropped by 1.83% [1] - The artificial intelligence AI ETF (515070) saw a significant net inflow of over 500 million yuan in the last five trading days, bringing its total size to 9.708 billion yuan [1] Market Performance - The sectors that experienced the largest declines included precious metals, peek materials, weight loss drugs, AI PCs, and wind power equipment [1] - The AI ETF (515070) declined by 1.48% during the trading session, with its holdings such as Jingsheng Electronics, Fudan Microelectronics, and Zhongke Chuangda leading the losses [1] Company Developments - Google CEO Sundar Pichai confirmed during the latest earnings call that the company plans to launch its next-generation AI model, Gemini 3, within this year [1] - The new model aims to surpass the current Gemini 2.5 Pro and focuses on enhancing its "agent" capabilities in handling complex, multimodal tasks to narrow the performance gap with top competitors like OpenAI's GPT-5 [1] ETF Composition - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting stocks that provide technology, foundational resources, and applications in the AI sector [1] - The top ten weighted stocks in the ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyisheng, Cambrian, Zhongke Shuguang, iFlytek, OmniVision, Hikvision, Lianqi Technology, Kingsoft, and Unisplendour [1]