As of 10:48 AM on August 8, 2025, the CSI Information Technology Application Innovation Industry Index fell by 2.05%. Among the constituent stocks, performance was mixed: Nantian Information led gains with a 1.80% increase, Hundsun Electronics rose by 1.08%, and Jingbeifang advanced by 0.80%. Conversely, Zhuoyi Information led losses with an 8.26% decline, Puyuan Information dropped by 7.18%, and Yonyou Network fell by 6.35%. The IT Innovation ETF (562570) declined by 2.06%, with its latest price at 1.33 yuan. Over a longer period, as of August 7, 2025, the ETF had gained 1.42% over the past week. In terms of liquidity, the IT Innovation ETF (562570) recorded a turnover rate of 9% during the session, with trading volume reaching 56.987 million yuan. Extending the timeframe, as of August 7, the ETF's average daily trading volume over the past month was 55.7112 million yuan. Regarding size, the IT Innovation ETF (562570) saw its scale grow by 207 million yuan over the past three months, marking significant growth. In terms of shares outstanding, the ETF added 139 million shares over the same period, also reflecting notable expansion.

On the news front, OpenAI introduced a new AI model called GPT-5, which boasts enhanced capabilities in coding, creative writing, and complex query reasoning. OpenAI CEO Sam Altman described GPT-5 as a "significant upgrade" over the company's previous AI models, stating that "interacting with it feels like talking to an expert in any field." GPT-5 will be available to all free users and many paid ChatGPT subscribers, with paid users enjoying higher usage limits. The model is particularly beneficial for computer programming.

Dongwu Securities believes that advanced packaging is the foundation for domestic computing power development and is poised to ride the tailwind of domestic computing power growth. CoWoS technology is required for packaging GPUs, CPU supercomputers, and base stations, while HBM or 3D NAND necessitates thermal compression bonding or hybrid bonding techniques. Advanced packaging is thus the cornerstone of domestic computing power development. Against the backdrop of relatively constrained production capacity, the importance of domestic advanced packaging supply is increasingly prominent. Overseas computing power has already experienced rapid growth in token consumption, and with the current explosion in AI applications, domestic computing power is expected to follow a similar trajectory. As the cornerstone, advanced packaging stands to benefit from this trend. In terms of market size, according to forecasts by the Qianzhan Industry Research Institute, driven by rising downstream demand for integrated circuits and optoelectronic devices in China, the domestic advanced packaging market is projected to reach 134 billion yuan by 2029, with a compound annual growth rate of 9%.

Public information shows that the IT Innovation ETF (562570) tracks the CSI Information Technology Application Innovation Industry Index. This index focuses on leading companies with independent and controllable technologies, covering cutting-edge sectors such as artificial intelligence, data computing power, industrial software, and information security. The IT Innovation ETF (562570) is the largest ETF tracking this index.