同类唯一规模超百亿的人工智能ETF(159819)盘中获净申购1800万份;算力龙头中报再创佳绩
Sou Hu Cai Jing·2025-08-06 04:11

Group 1 - The core viewpoint is that the recent increase in capital expenditure by overseas tech giants validates the long-term high prosperity of global computing infrastructure construction, which is expected to continue for 3-5 years, providing growth opportunities for the entire computing industry chain [2] - Haiguang Information, a leading player in computing power, reported a revenue of 5.464 billion yuan for the first half of 2025, representing a year-on-year increase of 45.21%, and a net profit of 1.201 billion yuan, up 40.78% year-on-year [1] - The China Securities Artificial Intelligence Theme Index selects 50 listed companies that provide foundational resources, technology, and application support for artificial intelligence, covering three core segments of the AI industry chain: foundational layer, technology layer, and application layer [2] Group 2 - The index reflects the underlying logic of technological breakthroughs and captures the commercial potential of application scenarios, serving as a core tool for investors to grasp the overall trend of the artificial intelligence industry [3]