Group 1 - The core viewpoint of the news is the significant development and investment in artificial intelligence (AI) in Hangzhou, with specific targets set for 2025, including a market-scale computing power exceeding 50 EFLOPS and a revenue target for the AI core industry exceeding 390 billion yuan [1] - The implementation plan for AI innovation in Hangzhou aims to cultivate two internationally leading foundational models and over 25 industry-specific influential models, alongside establishing more than 700 large-scale enterprises in the AI sector [1] - The A-share market showed a slight fluctuation, but AI-related stocks surged, with notable increases in companies like Yuke Technology and Chipone Technology, indicating a high market interest in AI themes [1] Group 2 - Shanxi Securities highlighted the growing global demand for AI computing power, particularly driven by large model training and inference, presenting significant opportunities for domestic AI and server manufacturers [2] - The domestic demand for AI computing power remains strong, especially from major internet companies and intelligent computing centers, with IDC predicting the accelerated server market in China to reach $25.3 billion by 2028, growing at a compound annual growth rate of over 20% from 2024 to 2028 [2] - The introduction of DeepSeek R1 is expected to lower the barriers for AI application development and deployment, making inference demand a primary growth driver for AI computing power, thus expanding market space for domestic manufacturers [2]
DeepSeek发源地再推人工智能创新高地方案！科创板人工智能ETF（588930）现涨超2%，实时成交额突破6000万元