机构认为AI步入正向循环！科创人工智能ETF华夏(589010)午后翻红，成交金额显著放大！

Group 1 - The core viewpoint of the news highlights the positive performance of the Huaxia Sci-Tech AI ETF (589010), which rose by 0.27% and showed increased trading activity, indicating heightened market interest in AI technology [1] - The ETF closely tracks the Shanghai Stock Exchange Sci-Tech Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2] - The trading volume reached 24.43% turnover with total transactions exceeding 17 million yuan, significantly higher than the same period in previous days, reflecting a vibrant market environment [1] Group 2 - The launch of the AI-Scientist research intelligent platform by Zhongke Wenge is a significant development, utilizing the ScienceOne model from the Chinese Academy of Sciences to assist researchers in various tasks [1] - Century Securities noted that Google's strong Q2 performance indicates a positive cycle of strong demand and investment in AI, with expectations for optimistic earnings reports from other cloud service providers [1] - The report suggests focusing on sub-sectors related to overseas computing power construction, such as optical modules, CPO, and PCB, as AI demand continues to drive capital expenditure [1]