大模型竞赛持续演绎，科创板人工智能ETF（588930）涨逾1%，机构：市场注意力或重新转向科技板块

Group 1 - A-shares showed a positive trend on June 30, with the STAR Market AI ETF (588930) rising by 1.15% and trading volume exceeding 10 million yuan [1] - The ETF has seen a net inflow of over 20 million yuan in the past two days, indicating strong investor interest [1] - The STAR Market AI ETF tracks the CSI STAR Market AI Index, which includes 30 large-cap companies involved in providing resources, technology, and application support for AI [1] Group 2 - Tencent and Alibaba have launched advanced AI models, indicating an acceleration in the competition among major players in the AI sector [2] - There is a shift in active capital from pharmaceuticals and consumer sectors towards technology and finance, with structural opportunities expected to dominate the mid-year reporting season [2] - The resumption of IPOs for technology companies in the third quarter is anticipated to refocus market attention on the tech sector, with AI expected to be a key area for structural opportunities [2] Group 3 - Global supply and demand dynamics are expected to change significantly by 2025, with a focus on AI hardware deployment and domestic demand driving replacement demand [3] - Investment recommendations include four main themes: AI terminals, domestic demand recovery, computing infrastructure, and self-sufficiency in the semiconductor supply chain [3] - Specific areas of interest include AI smartphones and glasses, semiconductor cycle recovery, GPU and server industries, and advanced packaging in the materials sector [3]