全球算力爆发！这些特色ETF火了

Group 1 - The explosive growth in global computing power demand is reshaping international capital flows, with Nvidia's stock price reaching new highs and the A-share computing power sector experiencing significant activity since June [1] - The launch of ChatGPT in November 2022 sparked a global enthusiasm for generative AI, leading to a surge in investments in artificial intelligence [1][3] - The 2024 Hurun Global Rich List indicates that over half of the new wealth generated globally comes from AI, with Nvidia's CEO Huang Renxun's net worth rising to $82.8 billion, ranking him 17th globally [1] Group 2 - The Sci-Tech Chip ETF (588200) has seen its scale grow from 367 million yuan to 30.158 billion yuan, an increase of over 80 times since its launch in October 2022, making it the largest thematic ETF in its category [1] - In the first quarter of 2023, global semiconductor manufacturing equipment sales reached $32 billion, a 21% year-on-year increase, highlighting the industry's high prosperity [14] - The Chinese market has maintained its position as the largest global semiconductor market for eight consecutive quarters, becoming a key driver of the industry's recovery [14] Group 3 - The release of DeepSeek-R1 in January 2024 marked a significant milestone for Chinese AI, indicating that domestic open-source models are nearly on par with the world's leading models [3] - The performance of various indices from January 21 to February 27, 2024, showed significant gains, with the Sci-Tech Machinery Index rising by 19.38% and the Sci-Tech Chip Index increasing by 18.47% [5] - The AI sector has experienced a rebound since June 2024, with the Sci-Tech Chip ETF attracting 6.524 billion yuan in inflows over the past 60 days [7] Group 4 - Seven Sci-Tech chip companies have released mid-year profit forecasts, all indicating profit growth, with notable increases from companies like Lanqi Technology and Hengxuan Technology [9][11] - The establishment of the Sci-Tech Growth Layer on the Sci-Tech Board aims to support technology innovation and provide a smoother IPO pathway for companies in emerging fields like AI and commercial aerospace [20] - The ongoing support for technology enterprises from the government, including financing initiatives and policy reforms, is expected to bolster the development of the AI and semiconductor sectors [19][27]