科技龙头持续获资金追捧！重仓AI龙头的科创人工智能ETF(588730)近10日涨超20.8%

Core Viewpoint - The technology sector continues to attract significant investment, with notable stock price increases in key companies such as Cambrian (over 13% rise), Yuntian Lifei (20% limit up), and Chipone (over 9% rise), contributing to a more than 5% increase in the AI-focused ETF (588730) [1] Group 1: Market Performance - The AI-focused ETF (588730) has seen a rise of over 20.8% in the last 10 days and a net inflow of over 250 million yuan in the last 20 days [1] - The ETF primarily focuses on the core segments of the AI industry chain, including computing power chips and smart hardware, with Cambrian as its largest holding, accounting for over 10% of the weight [1] Group 2: Industry Developments - DeepSeek has officially released DeepSeek-V3.1, utilizing the UE8M0FP8Scale parameter precision, which is designed for the upcoming next-generation domestic chips [1] - According to The Information, NVIDIA has ordered a halt to the production of the H20 chip, indicating shifts in the semiconductor landscape [1] Group 3: Strategic Insights - The index distribution of the ETF reflects a strategic focus on the core value chain of artificial intelligence, emphasizing high-weight allocations to semiconductor hard technology, which is critical for national strategic needs [1] - Fangzheng Securities notes that the domestic supply chain is strengthening from AI computing power to manufacturing and packaging, with DeepSeek lowering the hardware threshold for AI, facilitating the widespread deployment of large models [1]