机构认为AI算力产业链有望维持景气趋势！关注科创人工智能ETF华夏(589010)的回调买入机会！

Group 1 - The core viewpoint of the news highlights a recent decline in the Huaxia Sci-Tech AI ETF (589010), which fell by 1.35% with an intraday drop exceeding 2.5%, suggesting a market correction following previous gains during the World Artificial Intelligence Conference [1] - The leading stocks in the ETF, such as Chipone Technology, fell by 4.52%, while other companies like Lattice Semiconductor, Cambricon Technologies, Kingsoft Office, and Tianzhun Technology experienced declines exceeding 2% [1] - The trading volume was active, with a turnover exceeding 20% and total transactions reaching 15 million, indicating robust market activity [1] Group 2 - The announcement of the expansion of "National Medicine AI Twins" by Gushengtang, covering eight core specialties in traditional Chinese medicine, marks a significant advancement in the integration of AI with traditional medicine [1] - The implementation of the OBBBA Act in the U.S. is expected to provide tax incentives for fixed assets and R&D expenses, potentially releasing approximately $40 billion in incremental cash flow for major North American cloud service providers (CSPs) by 2025 [1][2] - The favorable tax policies, along with the recovery of tariffs, accelerated growth in cloud business revenue, and monetization of AI applications, are anticipated to sustain the positive trend in the AI computing power industry chain [2]