Group 1 - The core viewpoint is that AIGC has led to a significant increase in the valuations of global technology companies, with the release of ChatGPT sparking a generative AI boom that has driven the total market capitalization of the six major U.S. tech companies up by $10.9 trillion [1] - Nvidia, as an AI chip manufacturer, has seen the most notable market capitalization increase, with a rise of over 950% [1] - Valuations of overseas AI companies have rapidly increased, with OpenAI's valuation increasing tenfold in two years [1] Group 2 - In the AI infrastructure sector, CoreWeave has become a core supplier of computing power services through deep integration with Nvidia, reaching a peak market capitalization of nearly $90 billion [1] - In the data services sector, Scale AI has become the largest data labeling company globally, acquired by Meta for over $29 billion [1] - In the AI applications sector, companies like Figma, Perplexity AI, and Tempus AI have achieved significant success in design software, search engines, and healthcare, leading to notable valuation increases [1] Group 3 - The software ETF (515230) tracks the software index (H30202), which selects publicly listed companies involved in software development, sales, and services, reflecting the overall performance of the software industry [1] - The index includes companies from various fields such as operating systems, application software, and internet services, showcasing high growth and innovation [1]
软件ETF(515230)上一交易日净流入超0.5亿,市场关注AI技术变革机遇
Mei Ri Jing Ji Xin Wen·2025-08-11 02:01