截至2025年10月27日 14:07，中证人工智能主题指数(930713)强势上涨2.54%，成分股新易盛(300502)上涨9.18%，大华股份(002236)上涨8.07%，协创数据 (300857)上涨6.00%，光迅科技(002281)，深信服(300454)等个股跟涨。AI人工智能ETF(512930)上涨2.60%，最新价报2.25元。拉长时间看，截至2025年10月 24日，AI人工智能ETF近1周累计上涨10.84%。 流动性方面，AI人工智能ETF盘中换手8.27%，成交2.45亿元。拉长时间看，截至10月24日，AI人工智能ETF近1月日均成交2.40亿元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300502 | 新易盛 | 9.18% | 11.87% | | 300308 | 中际旭创 | 3.28% | 11.73% | | 688256 | 寒武纪 | 1.18% | 9.08% | | 688008 | 澜起科技 | 4.17% | 5.80% | | 603019 | 中科曙光 | 1.45% | 5.7 ...

Group 1 - The core focus of several fund managers in Q3 has been on PCB leading stocks, particularly East Mountain Precision, with notable increases in holdings by prominent funds [2][3] - The fund "Yongying Technology Smart Select" has shown significant performance, with a year-to-date return exceeding 200%, and has heavily invested in the PCB sector and optical module leaders [3][5] - Fund managers have expressed confidence in the A-share market, highlighting the potential for further asset allocation towards equity due to favorable domestic fiscal and monetary policies [10][11] Group 2 - Fund managers have adjusted their portfolios, with some reducing holdings in optical module leaders while increasing investments in the robotics industry [6][7] - The "Yongying Technology Smart Select" fund has seen its net asset value growth rate approach 100%, leading to a substantial increase in fund size from 11.66 billion to 115.21 billion [12] - There is a growing interest in Hong Kong stocks, with funds increasing their positions in companies like Alibaba and various biotech firms, reflecting a dual focus on technology and recovery sectors [9]

Market Overview - On October 24, the computer equipment sector rose by 2.05%, led by Aerospace Intelligence [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Aerospace Intelligence (300455) saw a closing price of 19.76 with a significant increase of 19.98% and a trading volume of 311,100 shares, amounting to a transaction value of 614 million [1] - Weihong Co., Ltd. (300508) closed at 31.98, up 12.61%, with a trading volume of 94,300 shares [1] - Dahua Intelligent (002512) closed at 4.46, up 10.12%, with a trading volume of 672,500 shares [1] - Other notable performers include Langke Technology (300042) with an 8.93% increase and a closing price of 33.18, and Jiayuan Technology (301117) with a 7.96% increase and a closing price of 43.25 [1] Capital Flow - The computer equipment sector experienced a net inflow of 1.494 billion in main funds, while retail funds saw a net outflow of 575 million [2] - The main funds' net inflow for Zhongke Shuguang (603019) was 914 million, accounting for 12.96% of the total, while retail funds had a net outflow of 578 million [3] - Dahua Intelligent (002512) had a main fund net inflow of 139 million, representing 46.50% of the total, with retail funds experiencing a net outflow of 64.93 million [3]

Group 1 - The core viewpoint of the news highlights the significant performance of the cloud computing ETF, Huatai-PineBridge (159273), which surged nearly 4% due to favorable policy developments, with trading volume exceeding 420 million yuan, far surpassing the previous day's total [1][3] - As of October 23, the latest scale of the cloud computing ETF Huatai-PineBridge has exceeded 1.6 billion yuan, maintaining a leading position among its peers [1] - Major stocks within the ETF's index saw positive movements, with notable gains from companies such as Zhongji Xuchuang (over 10% increase) and Xinyi Sheng (7% increase) [4] Group 2 - A recent agreement between China and the U.S. involves Chinese representatives visiting Malaysia for economic and trade discussions from October 24 to 27, indicating ongoing diplomatic engagement [3] - High-level discussions emphasized significant achievements in high-quality development and advancements in technological self-reliance during the "14th Five-Year Plan" period [3][6] - Analysts from China Galaxy Securities express a long-term positive outlook on the computing power industry, driven by AI and semiconductor growth, with expectations for continued demand in various sectors [6][7] Group 3 - Domestic AI computing power leaders, Haiguang Information and Cambricon, reported substantial revenue growth in their third-quarter results, indicating a robust expansion phase for domestic AI computing capabilities [9] - Haiguang Information achieved a revenue of 9.49 billion yuan, a year-on-year increase of 54.65%, while Cambricon reported a staggering 2386.38% increase in revenue, reaching 4.607 billion yuan [9] - The cloud computing ETF Huatai-PineBridge is positioned to capture opportunities in the AI-driven computing landscape, covering a wide range of sectors including hardware, cloud services, and IT services [9]

Group 1 - The semiconductor and AI computing sectors are experiencing significant gains, with notable increases in stock prices for companies such as North Huachuang and Zhongwei Company, which rose by 2.56% and 4.96% respectively, and others like Tuojing Technology, which surged by 5.10% [1] - The Cloud Computing ETF (159890) increased by 2.04%, while the Semiconductor Equipment ETF (561980) rose by 3.54%, indicating strong investor interest with a net inflow of over 340 million yuan in the last 10 trading days [1][2] - The policy environment continues to favor technological innovation, with support for unprofitable companies to enter the capital market, which is expected to accelerate the listing process for semiconductor giants by 2025 [3] Group 2 - The Semiconductor Equipment ETF (561980) tracks the CSI Semiconductor Index, which has approximately 70% exposure to semiconductor equipment and materials, focusing on key areas of technological advancement [3] - The CSI Semiconductor Index has shown a remarkable increase of 480.37% from January 1, 2019, to October 23, 2025, making it the top performer among mainstream semiconductor indices [4] - Major companies in the ETF's top holdings include Zhongwei Company, North Huachuang, and others, which are pivotal in the semiconductor equipment, materials, and integrated circuit design and manufacturing sectors [3]

Group 1 - The user base of generative AI in China is rapidly increasing, expected to reach 515 million by June 2025, doubling in six months with a penetration rate of 36.5% [1] - The usage of Doubao large model tokens surged from 120 billion in May 2024 to over 30 trillion by September 2025, marking a 253-fold increase [1] - The policy support for computing power and data is advancing, with over 50 standards to be revised or established by 2027 to enhance the computing power standard system [1] Group 2 - The domestic AI ecosystem is continuously improving, with the AI industry chain accelerating, indicating a potential spiral growth in large models, computing power, and applications [2] - As of October 22, 2025, the CSI Artificial Intelligence Theme Index accounted for 6.3% of the total A-share trading volume, showing a recovery in trading density [2] - The CSI Artificial Intelligence Theme Index (930713) rose by 2.63% on October 24, 2025, with significant gains in constituent stocks such as Huida Technology (up 10.00%) and Beijing Junzheng (up 7.11%) [2] Group 3 - The AI Artificial Intelligence ETF has the lowest management fee of 0.15% and a custody fee of 0.05% among comparable funds [3] - As of October 23, 2025, the AI Artificial Intelligence ETF had a tracking error of 0.009% over the past three months, the highest tracking accuracy among comparable funds [3] - The CSI Artificial Intelligence Theme Index includes 50 listed companies that provide essential resources, technology, and application support for AI, with the top ten stocks accounting for 61.36% of the index [3] Group 4 - The top ten weighted stocks in the CSI Artificial Intelligence Theme Index include companies like Xinyi Sheng (6.52%), Zhongji Xuchuang (6.71%), and Hanwujing (6.45%), reflecting their significant influence on the index [5] - The AI Artificial Intelligence ETF is connected to various fund classes, enhancing its accessibility to investors [5]

"2025 超节点数据中心产业峰会暨高密度数据中心开发者论坛" 将于 11月26-28日 在浙 江杭州举办（26日下午预约参观新华三；27-28日为论坛交流）。本次论坛由 车乾信息& 热设计网 主办。论坛重点探讨：超节点数据中心架构设计、互联技术、光模块封装演进趋 势、液冷技术、高导热材料应用等议题。论坛安排1个全体会场2个专题会场进行分类探 讨，预计将邀请 40+ 演讲， 500+ 行业专家参会。 支持媒体： 车乾6G、车乾热管理、热设计网、架构师技术联盟、可鉴智库、傅里叶的猫、 大米的老爹、老张 IT智习社、新材料在线、Leo光通信观察…… 目前邀约演讲企业 全体会场：超节点数据中心核心技术及挑战&新品发布 U n iPo D超节点：重塑AI算力基础设施效能新标杆 ——新华三集团 话题拟定中 ——i n t e l 话题拟定中 ——华为云计算技术有限公司 超高密度AI大集群液冷关键技术分享 ——曙光数据基础设施创新技术（北京）股份有限公司 智算AI芯片互联协议创新及超节点光互联演进 ——中国移动通信集团设计院有限公司 三维存算一体3 D -CIM™大模型推理芯片 ——北京大学 超节点数据中心供应链新品及新 ...

Group 1 - ByteDance's Seed team launched a 3D generative model called Seed3D 1.0 [1] - Kuaishou's StreamLake officially introduced a "tool + model + platform" AI programming product matrix [1] - Inspur released China's first one-stop development platform for scientific large models named OneScience [1] Group 2 - The general-purpose model of the human genome with 100 billion parameters, named "Genos," was officially released [1] - Alibaba's Quark AI glasses started pre-sale on the 24th, with prices starting at 3,699 yuan [1] - Elon Musk stated that the third generation of Optimus may be released in the first quarter of next year [1] Group 3 - The National People's Congress Standing Committee's Legislative Affairs Commission proposed to add content promoting AI safety and development to the Cybersecurity Law [1] - The UK government reached an agreement with OpenAI to expand data hosting capabilities [1]

10月23日，在2025年中国计算机大会上，中科曙光发布其首个科学大模型一站式开发平台OneScience。 目前，OneScience平台在国产GPU上的复现与优化支持模型代码，已可通过Github、Gitee、超算互联网 等多个社区平台向业界开放下载。 ...

10月23日，在2025年中国计算机大会上，中科曙光发布了国内首个科学大模型一站式开发平台 OneScience。 （文章来源：第一财经） ...