Group 1 - The core viewpoint emphasizes the importance of leveraging the advantages of a new type of national system to promote the healthy and orderly development of artificial intelligence in China, focusing on application orientation and self-reliance [1] - The domestic AI ecosystem is evolving with many Chinese AI models being open-sourced, attracting global developers and breaking Western technological monopolies, thus enhancing accessibility and contributing to the global open-source system [1] - The A-share market showed a strong performance on May 8, with the AI computing power sector experiencing slight adjustments, while several stocks in the Sci-Tech Innovation Board AI index saw significant gains [1] Group 2 - According to Dongfang Securities, the investment value in the AI sector lies in its potential to lead a new wave of technological revolution, particularly in computing power, algorithms, and application ecosystems [2] - The construction of computing power infrastructure is highlighted as a cornerstone for AI development, involving both hardware upgrades and software optimizations, such as the collaboration between Nvidia and TSMC to produce $500 billion worth of AI infrastructure in the U.S. [2] - Major companies are continuously launching new large models, showcasing breakthroughs in technology and broad applicability in various fields such as marketing, e-commerce, and design [2]
坚持人工智能自立自强!科创板人工智能ETF(588930)连续2个交易日获得资金净流入
Mei Ri Jing Ji Xin Wen·2025-05-08 02:30