接着奏乐接着舞！科创板补涨需求强烈！政策支持+技术突破，科创人工智能ETF（589520）盘中涨逾1%

Core Viewpoint - The focus on the domestic AI industry chain is gaining momentum, with the launch of the Science and Technology Innovation Artificial Intelligence ETF (589520) showing strong market activity and premium pricing, indicating robust buying interest [1][5]. Group 1: ETF Performance - The Science and Technology Innovation Artificial Intelligence ETF (589520) saw an intraday increase of 1.25% and is currently up by 0.96%, reflecting strong market interest [1]. - Key constituent stocks such as Lingyun Optics and Hengxuan Technology rose over 4%, while Fudan Microelectronics and Lexin Technology increased by more than 2% [1]. Group 2: Investment Logic - The investment logic for the AI sector is based on three dimensions: strong national policy support, breakthroughs in key technologies, and significant domestic market demand [2][3]. - The 2025 Lujiazui Forum highlighted the establishment of a growth layer on the Science and Technology Innovation Board to support AI and other cutting-edge technology companies [2]. - China leads globally with 1,509 large models published, indicating a strong position in AI technology development [3]. Group 3: Market Demand and Growth Projections - The core AI industry in China is projected to grow from 18 billion to 600 billion yuan from 2017 to 2024, with expectations to exceed 1 trillion yuan by 2030 and reach 1.7295 trillion yuan by 2035 [3]. - The AI industry is expected to drive a new wave of industrial innovation, with "AI +" becoming a significant investment theme in the A-share market [3]. Group 4: Strategic Focus Areas - Investment strategies should focus on three main lines within the AI industry chain: AIDC and computing power infrastructure, AI cloud applications in finance and government sectors, and the development of hardware products related to edge AI [4]. - The ETF is designed to capture the growth in various segments, including application software, terminal applications, terminal chips, and cloud chips, with a strong emphasis on companies positioned well within these segments [5].