ETF放量突破上市高点！资金买点信号显现？科创人工智能ETF（589520）场内频现溢价区间，买盘资金强势！

Core Viewpoint - The recent surge in the domestic AI industry chain-focused ETF, Huabao (589520), indicates strong buying signals as it breaks its listing high, with significant trading volume and premium pricing observed in the market [1][3]. Group 1: ETF Performance - The Huabao ETF (589520) saw its price rise over 1% today, reaching a peak of 0.996 yuan, surpassing its previous listing high [1]. - The ETF recorded a real-time trading volume of 40.16 million yuan, exceeding the total trading volume from the previous day, indicating active trading [1]. - Key constituent stocks such as Jingchen Co. rose over 7%, Yuke De increased by more than 4%, and Aopute gained over 2%, reflecting positive market sentiment [1]. Group 2: Sector Fund Flows - As of the latest report, the electronics and computer sectors received net inflows of 10.163 billion yuan and 9.630 billion yuan, respectively, ranking first and second among 31 primary industries [3][4]. - The electronics and computer sectors are the top two heavy-weight industries in the Huabao ETF's underlying index, accounting for 51% and 36.7% of the weight, respectively, as of August 12 [3]. Group 3: Market News and Trends - U.S. President Trump indicated a potential allowance for Nvidia to sell a "special version" of its Blackwell AI chips in China, which may outperform previously approved H20 chips [6]. - Nvidia and AMD reportedly reached a special agreement with the Trump administration to allocate 15% of the revenue from these special chips to the U.S. government in exchange for export licenses [6]. - Analysts suggest that the ongoing semiconductor cycle remains in an upward trend, with AI continuing to be the primary growth driver for the semiconductor industry [7]. Group 4: Domestic AI Industry Insights - The Huabao ETF (589520) focuses on the domestic AI industry chain, emphasizing the importance of achieving self-sufficiency in key technologies [8]. - As of the end of July, the top ten holdings in the ETF accounted for over 67% of its weight, with the semiconductor sector representing nearly half of this weight, indicating a strong offensive strategy [8]. - The ETF's underlying index is well-diversified across application software, terminal applications, terminal chips, and cloud chips, positioning it to benefit from the acceleration of AI integration in these areas [8].