异动拉升！AI应用加速落地，科创AIETF(588790)拉涨超1%

Core Viewpoint - The rapid advancement of AI applications is driving significant market activity, particularly in the context of the Sci-Tech Innovation Board and the AI ETF (588790), which has seen a notable increase in value and trading volume [1][2]. Group 1: Market Performance - The Sci-Tech AI ETF (588790) opened with a sharp increase of over 1.5%, with trading volume exceeding 1 billion yuan, indicating high market activity [2]. - Major component stocks of the ETF, such as Chip Origin and Tianzhun Technology, experienced significant gains, with increases of over 7% and 5% respectively [2]. Group 2: AI Technology Developments - The release of DeepSeek-V3, which features a model size of 685 billion parameters, has shown substantial improvements in coding capabilities, nearing the performance of the top models in the industry [2]. - Tencent's self-developed deep thinking model, Mix Yuan T1, has enhanced reasoning capabilities through large-scale reinforcement learning, marking a significant advancement in AI model architecture [3]. Group 3: Industry Outlook - The transition from generative AI to Agentic AI is expected to increase computational power demand by a factor of 100, indicating vast growth potential for upstream and downstream AI enterprises [4]. - The AI industry in China is projected to grow significantly, with estimates suggesting that by 2028, the value added by large models could increase the industry by over 30%, reaching a scale of 811 billion yuan [4]. Group 4: ETF Characteristics - The Sci-Tech AI ETF (588790) closely tracks the Shanghai Sci-Tech Innovation Board AI Index, focusing on the top 30 AI companies by market capitalization, covering the entire value chain from chips to applications [5]. - The ETF undergoes dynamic adjustments every six months to include emerging companies in cutting-edge fields such as quantum computing and brain-computer interfaces [6]. - As of March 24, 2025, the Sci-Tech AI Index has achieved a return of 77.07% since its inception, significantly outperforming the China Securities AI Index, which stands at 43.35% [7].