AI还得国产替代！技术突破+政策护航，有补涨需求的科创人工智能ETF（589520）盘中摸高0．95%，获资金抢筹

Group 1 - The core issue of security vulnerabilities in Nvidia's H20 chip has prompted the Chinese government to engage with the company, signaling a push for domestic chip security and accelerated localization of computing infrastructure [1] - Domestic GPU industry is rapidly developing, with companies like Moore Threads planning to raise 8 billion yuan for GPU research and market expansion, and Huawei launching a new CloudMatrix384 AI super node with a 50-fold increase in computing power [1] - Major global tech companies have reported earnings that exceeded market expectations, indicating strong growth driven by AI: Microsoft demonstrated leadership in AI and resilient cloud business, Meta's ad monetization is driven by AI, and Google's cloud orders and token consumption are showing robust growth [1] Group 2 - On the policy front, the State Council approved the "Artificial Intelligence+" action plan, aiming to promote large-scale commercialization of AI applications, with a focus on supporting frontier tech companies on the STAR Market [2] - The STAR Market is expected to see a rebound due to ongoing supportive policies, with significant AI industry events scheduled for the second half of the year, including ChinaJoy and the World Robot Conference [2] - The domestic replacement of technology is driven by both policy and market demand, with a focus on the localization of equipment, materials, and components, as AI is expected to transition from cloud to edge [2] Group 3 - On August 1, the domestic AI industry chain-focused ETF, Huabao (589520), saw a peak intraday increase of 0.95%, with notable gains in stocks like Newpoint Software and Xinghuan Technology [3] - The Huabao ETF attracted 2.88 million yuan in inflows, reflecting investor confidence in the sector, with three out of the last five trading days showing net inflows [3] Group 4 - The domestic AI company DeepSeek has achieved significant advancements, breaking through overseas computing power barriers and establishing a foundation for local AI companies to catch up [5] - The Huabao ETF is strategically positioned to benefit from the acceleration of AI integration in edge computing, with a balanced index allocation across application software, terminal applications, terminal chips, and cloud chips [5]