科创板人工智能ETF（588930）盘中溢价，优刻得-W涨超4%，机构：二季度关注AI和国产创新双主线

Group 1 - The three major indices opened mixed, with the Shanghai Composite and Shenzhen Component indices in the green, while the STAR Market AI Index fell by 0.48% [1] - The STAR Market AI ETF (588930) saw a decline of 0.70% with a premium/discount rate of 0.04%, while component stocks like UCloud Technology surged over 4% [1] - The STAR Market AI Index consists of 30 large-cap companies that provide foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of representative AI industry stocks in the STAR Market [1] Group 2 - Zhongtai Securities noted that strong expectations and weak realities are intertwining, leading to increased volatility in the computer sector, driven by constrained downstream spending and the ongoing AI and self-controllable themes [2] - The computer sector has experienced a new round of growth since early 2025, driven by the re-evaluation of Chinese technology, but is currently facing fundamental pressures [2] - The focus for the mid-term should be on AI applications and investment opportunities, particularly in the context of the new round of AI technology and industrial revolution [2]