ETF盘中资讯|抢滩AI眼镜！华为、小米等大厂涌入！受益端侧AI发展，科创人工智能ETF（589520）盘中涨逾1.4%

Group 1 - The core viewpoint of the news highlights the strong performance and investment interest in the domestic AI industry, particularly through the Sci-Tech Innovation Artificial Intelligence ETF (589520), which has seen a price increase and significant trading volume [1][4] - The ETF has attracted a total of 81.98 million yuan in capital over the past 60 days, indicating robust investor confidence in domestic AI and edge AI development [1] - Key stocks within the ETF, such as 澜起科技 (Lianqi Technology) and 道通科技 (Daotong Technology), have shown notable price increases, reflecting a broader trend of investment in companies with strong domestic replacement characteristics [1][4] Group 2 - The AI glasses market is projected to experience significant growth, with an expected shipment volume of 2.907 million units in China by 2025, representing a year-on-year increase of 121.1% [3] - Factors driving this growth include the integration of AI models with augmented reality technology, government subsidies enhancing product affordability, and leading manufacturers accelerating product iterations to meet diverse application needs [3] - The semiconductor industry is positioned for growth, driven by ongoing demand for cloud AI and the anticipated acceleration of terminal AI applications, benefiting Chinese semiconductor manufacturers [3]