Leading the Future with "AI+": Wholehearted Support for New Productive Forces
The Shanghai Stock Exchange Composite Index has reached a new high this year, with various sectors such as energy and metals, power equipment, batteries, and wind power equipment leading the gains. Firms like Huawei (159256), which holds stocks in companies like Shunwei, Guolide Micro, and Zhongkai Information, have seen their stock prices surge over 7%. Other holders of these stocks, including Nationstar and Zhongkai Information, also saw their shares rise.
Regarding news, Manus has released a "comprehensive research" model for 100 AI smart agents, which can instantly activate and coordinate hundreds of cloud-based intelligent proxies (Agents) to work together. This feature allows users to activate hundreds of cloud-based intelligent proxies through natural language instructions, processing large-scale and high-complexity tasks.
According to a report by China Pacific Securities, the "AI+" industry is accelerating its development and becoming a key focus area for the next decade. Wholehearted support for the development of new productive forces is one of China's main goals for the next 10-15 years. AI will drive the development of new productive forces at three levels: first, various industries will combine with AI to improve efficiency and reduce operating costs in traditional sectors; second, AI will participate actively in innovation and generate new business models after its involvement rate increases; lastly, AI will accelerate cross-industry collaboration and ultimately achieve integration among multiple industries, upstream and downstream, as well as hardware and software.
The startup software ETF, Huaxia (159256), tracks the entrepreneurship board software index (399264), which focuses on the top 50 quality stocks in AI software companies listed on the entrepreneurship board. This index is deeply positioned in AI+, covering applications such as fintech, AI agents, and AI games. The sector's main business includes software development and IT services, accounting for over 70% of its total revenue. Key constituent stocks include Shunwei, Run'an Software, Softway, Zhongkai Information, Kunlun Wanwei, and Deep Trust.
Related products: Huaxia (159256) startup software ETF, Huaxia (159573) entrepreneurship board 200 ETF, AI ETF (515070)
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