大模型推理需求爆发催化推理算力占比上升，科创半导体ETF（588170）开盘冲高大涨1.40%！

Group 1 - The semiconductor materials and equipment theme index on the STAR Market has seen a strong increase of 1.57%, with notable gains from stocks such as Zhongchuan Special Gas (+20.01%) and Shanghai Hejing (+8.36%) [1] - The STAR Semiconductor ETF (588170) has risen by 4.09% over the past month, with a current price of 1.09 yuan and a trading volume of 33.85 million yuan [1] - The STAR Semiconductor ETF has experienced significant growth in scale, with an increase of 589.47 million yuan over the past week and a rise of 6 million shares [1] Group 2 - IDC predicts that by 2027, the share of inference computing power in China's intelligent computing will rise from approximately 41% in 2023 to 72.6% [2] - The demand for large model inference is expected to double, with a shift in focus towards inference capabilities in infrastructure [2] - Domestic AI capital expenditure is anticipated to maintain rapid growth, supported by regulatory measures aimed at enhancing network and data security [2] Group 3 - The STAR Semiconductor ETF (588170) tracks the semiconductor materials and equipment theme index, focusing on companies in semiconductor equipment (59%) and materials (25%) [3] - The semiconductor materials and equipment industry is a key area for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution [3]