世界AI大会倒计时！还得是国产替代！政策护航+技术突破+市场扩容，重仓国产AI的589520最高上探1.24%

Core Viewpoint - The recent performance of the Huabao Sci-Tech Artificial Intelligence ETF (589520) indicates a positive market sentiment towards the AI sector, with a notable increase in net inflows and significant gains among its constituent stocks [1][3]. Group 1: Market Performance - The Huabao Sci-Tech Artificial Intelligence ETF experienced a rise of 0.34% after a brief pause, with a peak increase of 1.24% on July 23 [1]. - The ETF saw a net inflow of 6.65 million yuan over the past two days, suggesting growing investor confidence in the sector [1]. Group 2: Catalysts for Growth - The upcoming 2025 World Artificial Intelligence Conference (WAIC) on July 26 is expected to showcase over 3,000 cutting-edge exhibits, including more than 100 significant new products, which could drive interest and investment in the AI sector [3]. - The Shanghai AI Laboratory's introduction of the Intern·Agent framework aims to enhance AI's autonomous exploration capabilities, potentially revolutionizing scientific discovery processes [3]. Group 3: Policy and Industry Support - The sixth anniversary of the Sci-Tech Innovation Board was marked by discussions on establishing a growth tier to support AI and other frontier technology sectors, indicating strong governmental backing [3]. - The Ministry of Industry and Information Technology announced plans for multiple digital transformation initiatives, including an "AI + Software" action to foster innovation [3]. Group 4: Industry Trends - The AI sector is witnessing upward momentum, with significant advancements in large model technologies and increased penetration of AI applications [4]. - The global AI competition is intensifying, with countries like the U.S., Europe, and Japan ramping up their AI strategies, highlighting the importance of domestic alternatives in the AI industry [4]. Group 5: Investment Characteristics - The Huabao Sci-Tech Artificial Intelligence ETF is characterized by its focus on end-cloud integration, innovation-driven growth, and impressive long-term returns, having increased by 90.90% since September 24, significantly outperforming other indices [5].