中国AI 产业规模剑指万亿大关， 同类规模最大的信创ETF（562570）涨近3%

Group 1 - The core viewpoint of the news highlights the strong performance of the China Information Technology Application Innovation Industry Index, which rose by 2.79%, with significant gains in constituent stocks such as Youyuan Network (up 10.03%), 360 (up 9.40%), and Deepin Technology (up 8.64%) [1] - According to a report by CCID Consulting, the AI industry in China is projected to reach a scale of 398.5 billion yuan by 2025 and exceed 1 trillion yuan by 2030, indicating a transformative impact on the global supply chain [1] - Key players in the AI sector are gaining substantial market shares, with Shijia Guangzi's 800G optical module capturing 23% of the global market, Huqin Technology's AI PC shipments accounting for 17% globally, and Industrial Fulian's AI servers achieving over 15% market share [1] Group 2 - Industrial analysts at Industrial Securities suggest that the computer industry is currently underweight, but demand and innovation are expected to improve the sector's outlook [2] - The report indicates that with the release of semi-annual report forecasts and ongoing overseas market growth, market risk appetite is likely to increase, recommending an increase in holdings in sectors such as AI, fintech, and domestic production [2] - The Xinchuang ETF (562570) tracks the China Information Technology Application Innovation Industry Index, focusing on leading companies in AI, data computing, industrial software, and information security, and is the largest ETF tracking this index [2]