ChatGPT用户激增4倍！聚焦AI国产替代的科创人工智能ETF获资金净流入2279万元！资金期待科创板补涨行情？

Group 1 - The Federal Reserve President Mary Daly indicated that the timing for interest rate cuts is approaching, suggesting that two rate cuts this year are appropriate [1] - The U.S. stock market rebounded, with Nvidia rising by 3.62% to a new closing high of $180 per share, reflecting ongoing enthusiasm for AI computing power [1] - OpenAI announced that its ChatGPT weekly active users will reach 700 million this week, a significant increase from 500 million in March, marking a year-over-year growth of over four times [1] Group 2 - The Chinese government is emphasizing the importance of artificial intelligence as a key core technology, with macro policies promoting the "AI+" initiative to advance large-scale commercial applications [1] - Local policies are being introduced to support macro policy implementation, such as Beijing's 16 measures to promote future industry development, focusing on areas like urban transportation and healthcare [2] - Shenzhen is implementing tailored policies to accelerate the development of the service industry and promote the comprehensive application of AI across all sectors [2] Group 3 - The 2025 World Artificial Intelligence Conference highlighted that the gap in AI development between China and the U.S. is narrowing, with China leading in the number of large models released [2] - Analysts expect a resurgence in the tech market, driven by upcoming releases of models like GPT-5 and DeepSeek R2, which could catalyze further market activity [2] - The AI industry is anticipated to experience a series of significant events in the second half of the year, including various conferences and exhibitions focused on AI and robotics [2] Group 4 - The Huabao ETF, focused on the domestic AI industry chain, has seen a net inflow of 22.79 million yuan over the past four days, indicating investor confidence in the sector [3] - Key stocks within the ETF, such as Zhongke Xingtu and Aerospace Hongtu, have shown significant gains, reflecting strong market interest [3] Group 5 - The domestic AI company DeepSeek has made significant advancements, breaking through overseas computing power barriers and establishing a foundation for domestic AI firms to catch up [5] - The Huabao ETF is strategically positioned to benefit from the acceleration of AI integration in edge computing and software applications [5]