Cambricon(SH:688256) Sou Hu Cai Jing·2025-08-12 06:52Core Viewpoint - The artificial intelligence (AI) sector is experiencing significant growth, as evidenced by the strong performance of the China Securities Artificial Intelligence Industry Index and related ETFs, indicating a robust investment opportunity in this field [1][2]. Group 1: Market Performance - As of August 12, 2025, the China Securities Artificial Intelligence Industry Index (931071) surged by 3.42%, with key stocks like Cambricon (688256) hitting a 20% limit up, pushing its market capitalization above 350 billion yuan [1]. - The AI ETF (515980) rose by 3.20%, with a trading volume of 286 million yuan and a turnover rate of 8.58% [1]. - Over the past week, the AI ETF has averaged daily trading of 237 million yuan, with its total size reaching 3.269 billion yuan [1]. Group 2: Fund Flows and Investment Strategy - The AI ETF has seen continuous net inflows over the past three days, with a peak single-day net inflow of 89.9845 million yuan, totaling 121 million yuan [1]. - The AI ETF uniquely tracks the artificial intelligence industry index and is the only small-cap ETF in the AI sector that adjusts quarterly, providing a balanced exposure to the market [5][6]. Group 3: Sector Composition and Trends - The index includes 50 stocks with high AI revenue proportions and growth potential, focusing on both infrastructure (like optical modules and ASIC chips) and application layers (such as office automation, media, autonomous driving, and robotics) [2][6]. - The current market conditions suggest a potential upward cycle in the semiconductor sector, driven by AI computing demand, which may enhance the overall market sentiment and demand limits [3].