On the morning of July 30, the three major indices showed mixed performances.

Among related ETFs, the STAR Market Artificial Intelligence ETF (588930) showed fluctuations and was up 0.16% at press time. The premium/discount rate was 0.06%, indicating a premium trading status during the session. The trading volume exceeded 45 million yuan. Among component stocks, Espressif Systems and Intellifusion-U rose over 3%, while Foxit Software, CloudWalk-UW, and Autel Robotics followed the upward trend.

In terms of capital flows, data shows that this ETF saw net capital inflows on three out of the past five trading days.

The STAR Market AI ETF (588930) closely tracks the SSE STAR Market Artificial Intelligence Index (950180.CSI). This index selects 30 listed companies from the STAR Market with larger market capitalizations and businesses involved in providing fundamental resources, technology, and application support for AI, aiming to reflect the overall performance of representative AI companies on the STAR Market.

According to Beijing Daily, the 2025 World Artificial Intelligence Conference recently held in Shanghai showed that the AI industry is rapidly evolving, deeply integrating with industrial applications, and enhancing capabilities to empower various industries. Several regions have introduced policies tailored to their industrial strengths to seize new opportunities in the AI wave. On July 27, the Pudong New Area in Shanghai launched an AI Seed Fund with a total scale of 2 billion yuan and an initial phase of 500 million yuan. Since the beginning of this year, many local governments have issued action plans to foster AI industry ecosystems. Autonomous driving remains a key application area for AI. Beijing introduced 16 measures focusing on “AI and new industrialization” to support enterprise growth; Wuhan emphasized advancing large models toward intelligent agents and accelerating applications in verticals like industry, healthcare, education, law, and entertainment; Anhui aims for AI to deeply penetrate its real economy and public services by 2027, making it a critical tool for improving industrial efficiency and enhancing social service accessibility.

Southwest Securities pointed out that from July 26 to 28, the 2025 World Artificial Intelligence Conference and Global AI Governance High-Level Meeting was held, unveiling numerous robot products. Over 3,000 cutting-edge exhibits were showcased, including more than 40 large models, 50 AI terminal products, 60 smart robots, and over 100 heavyweight new products making their global or China debut—the largest scale ever. It is advised to focus on the core hardware segments of humanoid robots.

Guosen Securities noted that e-commerce industry competition remains intense, with platforms continuing to offer benefits to merchants or investing heavily in instant retail and food delivery for new growth. In AI, business scenarios such as cloud computing and advertising by tech giants continue to benefit, but areas like AI Agents still require refinement in the short term.