Group 1 - The overall market is experiencing a correction, with the Huaxia Sci-Tech AI ETF (589010) down by 0.60% as of 10:52 AM, while component stocks show mixed performance [1] - CoreWeave has become the first cloud service provider to deploy NVIDIA's GB300 NVL72 system, indicating advancements in cloud computing capabilities [1] - Oracle has signed multiple large cloud agreements, with one expected to contribute over $30 billion annually starting from the 2028 fiscal year, highlighting significant revenue potential in cloud services [1] Group 2 - Citic Securities notes that AI development is rapidly evolving, with strong demand for computing power expected to continue, despite short-term market fluctuations due to recent price surges and tariff issues in the U.S. [2] - The recommendation includes focusing on companies with sustained high growth and low historical valuations, those likely to benefit from external demand, and critical upstream segments [2] - The Huaxia Sci-Tech AI ETF (589010) closely tracks the Shanghai Stock Exchange Sci-Tech AI Index, covering high-quality enterprises across the entire industry chain, supported by high R&D investment and policy benefits [2]
科创人工智能ETF华夏(589010)盘中交投活跃!机构表示AI推动的算力投资未来预计依然强劲
Mei Ri Jing Ji Xin Wen·2025-07-07 03:39