Xin Lang Ji Jin·2025-07-16 06:17Group 1 - The core viewpoint of the news highlights the significant growth potential in the domestic AI industry chain, particularly through the performance of the Huabao AI ETF, which has seen a rise of 0.69% today, with key stocks like Cambricon increasing over 5% [1] - Nvidia's stock surged by 4%, reaching a historic high and stabilizing its market capitalization above $4 trillion, with the H20 chip's return to the Chinese market expected to accelerate revenue growth for Nvidia in the upcoming fiscal years [3] - The domestic AI industry is experiencing a "once-in-a-decade" expansion period, driven by the increasing demand for computing power from major tech companies like Baidu and Alibaba, as well as the ongoing development of domestic large models [3][4] Group 2 - The AI upstream sector is expected to continue benefiting from sustained spending, with a focus on Nvidia and its related supply chain, while the domestic AI applications are anticipated to see growth in downloads and revenue due to advancements in large models [3] - The AI downstream sector is witnessing progress in AI Agents and AI glasses, with the latter expected to see significant market growth starting in 2025, as evidenced by the launch of Xiaomi's AI glasses [4] - The establishment of a growth layer in the Sci-Tech Innovation Board aims to support technology companies that are not yet profitable but have significant breakthroughs and commercial potential, which could lead to more AI and aerospace companies receiving support for listing [4][5] Group 3 - The Huabao AI ETF is characterized by three main features: integration of edge and cloud computing, innovation-driven growth, and impressive returns, having increased by 90.90% since September 24, significantly outperforming other indices [5][6] - The domestic AI industry is marked by the emergence of competitive large models like DeepSeek, which have broken through overseas computing power barriers, positioning domestic companies favorably in the market [6]