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全国已有433款大模型完成备案,科创板人工智能ETF(588930)涨近1.5%,寒武纪-U涨超5%

Group 1 - The ChiNext Index rose over 1% on June 24, with the Shanghai Composite Index increasing by 0.22% and the Shenzhen Component Index rising by 0.71% [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) experienced a morning surge, increasing by 1.48%, with significant gains in constituent stocks such as Cambricon Technologies (up over 5%) and others [1] - The ETF has seen a net inflow of over 20 million yuan in the past two days, indicating strong investor interest [1] Group 2 - According to Dongfang Securities, ongoing policy uncertainty is expected to drive the localization of supply chains, benefiting companies in semiconductor equipment, materials, and EDA sectors [2] - Domestic wafer manufacturers and memory chip producers are likely to increase their procurement of localized products to ensure supply chain security and capacity construction [2] - Industrial growth in the AI sector is highlighted by the emergence of innovative applications such as HarmonyOS intelligent agents and Agentic AI, with significant advancements in chip production expected by 2025 [2]