机构看好端侧AI发展，科创板人工智能ETF（588930）涨超1%，恒玄科技涨超3%

Group 1 - A-shares opened mixed on August 19, with sectors like optical modules, optical chips, and electronic components showing significant gains [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) continued to rise, up 1.1% with a trading volume exceeding 16 million yuan, featuring stocks like Lingyun Optics and Hengxuan Technology rising over 3% [1] - The index tracked by the ETF includes 30 large-cap companies involved in providing foundational resources, technology, and application support for artificial intelligence [1] Group 2 - Xiangcai Securities noted that since 2025, the consumer electronics sector has shown a recovery trend, driven by advancements in AI technology, maintaining high demand for AI infrastructure [2] - The deployment of AI technology at the terminal level is driving hardware upgrades, particularly in end-side SOCs and thermal materials, indicating a favorable investment outlook in these areas [2] - The rapid iteration of open-source models and the expansion of the open-source ecosystem are expected to accelerate AI application development, presenting further investment opportunities in AI applications [2]