AI应用概念股爆发，科创板人工智能ETF（588930）涨2.40%，乐鑫科技涨超9%

Group 1 - The ChiNext Index has seen an increase of 1%, with AI applications and software services leading the gains [1] - The Science and Technology Innovation Board Artificial Intelligence ETF (588930) rose by 2.40%, with a trading volume exceeding 35 million yuan and a turnover rate over 4% [1] - Key stocks such as Lexin Technology increased by over 9%, with other stocks like Chipsea Technology, Zhongke Star Map, and Tianzhun Technology also experiencing gains [1] Group 2 - The CSI Artificial Intelligence Index (950180.CSI) tracks 30 large-cap stocks in the AI sector, reflecting the overall performance of representative AI companies listed on the Science and Technology Innovation Board [1] - According to Zhongyin Securities, the growing domestic demand for computing power and the reduction of reliance on North American clients are important trends, supported by government policies aimed at strengthening the AI industry [1] - Dongwu Securities anticipates a favorable environment for small-cap and growth styles under a "loose monetary + weak dollar" scenario, with a focus on sectors like robotics, AI, domestic computing power supply chain, military electronics, innovative pharmaceuticals, low-altitude economy, and controllable nuclear fusion [1] Group 3 - Industrial trends suggest a gradual return to technology growth in May and June, as internal earnings reports are released and external tariff disruptions diminish [2] - The timing for positioning in technology growth sectors is approaching, according to YZ Securities [2]