Group 1 - The A-share market opened lower and experienced fluctuations, with a slight adjustment in artificial intelligence stocks. The Kexin Chip ETF (588200) fell by 0.46%, with a trading volume exceeding 350 million yuan, ranking first among similar ETF products [1] - The Kexin Chip ETF (588200) has seen continuous net inflows of funds recently, accumulating over 120 million yuan in the last five trading days, with inflows on four of those days [1] - The Kexin Chip ETF (588200) tracks the Kexin Chip Index, which selects securities related to semiconductor materials, equipment, chip design, manufacturing, packaging, and testing from companies listed on the Sci-Tech Innovation Board [1] Group 2 - Nvidia's CEO Jensen Huang stated that the company will not release the Hopper series products for the Chinese market after the H20 chip, as it cannot be adjusted further. The H20 chip is currently the only high-performance AI chip allowed for sale to China under existing regulations [2] - According to CITIC Securities, the measures taken by the U.S. government are expected to have a certain degree of repair for overseas AI chains, while the domestic focus remains on strengthening self-control and building a Chinese AI supply chain and technology system [2] - The AI sector's investment value is highlighted as particularly prominent in the current market environment, with significant funding interest in AI cloud and terminal industry chain companies, maintaining high valuations [2]
科创芯片ETF(588200)成交额突破3.5亿元,富创精密涨超7%,机构:AI板块具备较高的投资价值