科创AIETF(588790)盘初拉升涨超1.1%，规模、份额再创新高，上海市重要会议部署实施“AI+制造”行动

Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) has shown a strong upward trend, with a 1.08% increase as of July 31, 2025, and notable gains in constituent stocks such as Chipsea Technology (688595) and Kingsoft Office (688111) [3][4] - The Sci-Tech AI ETF (588790) has reached a new high in scale at 58.61 billion yuan and has seen significant net inflows, totaling 7.71 billion yuan over four days, indicating strong investor interest [4][5] - The AI computing industry in China is transitioning from a focus on "parameter competition" to "scene cultivation," with companies like Huawei and Moore Threads leading the way in applying computing power across various sectors [4] Performance Metrics - As of July 30, 2025, the Sci-Tech AI ETF has achieved a 15.53% net value increase over the past six months, ranking first among comparable funds [5] - The ETF's highest single-month return since inception was 15.59%, with an average monthly return of 9.71% during rising months [5] - The ETF has maintained a low management fee rate of 0.50% and a custody fee of 0.10%, positioning it competitively among similar funds [5] Market Dynamics - The top ten weighted stocks in the Sci-Tech AI Index account for 68.03% of the index, highlighting the concentration of investment in key players like Cambricon (688256) and Lattice Semiconductor (688008) [6] - The Shanghai municipal government is promoting the "AI + Manufacturing" initiative to enhance the intelligent development of the manufacturing sector and improve logistics efficiency [3]