牛市首看AI！寒武纪指明“自主可控”投资主线，“AI双子星”159363、589520新高又新高

Group 1 - The AI industry chain continues to experience significant growth, with the "AI twins" reaching new highs, particularly the AI-focused ETFs [1] - The ChiNext AI ETF (159363) surged over 3% at the opening, with a real-time transaction amount exceeding 1.7 billion yuan, indicating strong market interest [1] - The Sci-Tech Innovation AI ETF (589520) saw an intraday increase of nearly 7%, further establishing its record high [1] Group 2 - The leading domestic AI chip company, Cambricon, reached a 20% limit-up, with its market capitalization surpassing 550 billion yuan, ranking second in A-shares [1] - Cambricon's stock price breakthrough is seen as a victory for domestic substitution policies and reflects market confidence in the AI computing revolution [1] - The performance of Cambricon is expected to significantly impact the semiconductor industry's dynamics in China over the next decade [1] Group 3 - The Sci-Tech Innovation AI ETF (589520) has a strong focus on the semiconductor sector, with nearly half of its top ten holdings in this industry, indicating a high offensive characteristic [2] - The ChiNext AI ETF (159363) is the first ETF tracking the ChiNext AI index, with approximately 70% of its portfolio allocated to computing power and 30% to AI applications [2] - The ChiNext AI ETF has achieved a new scale of over 3 billion yuan in average daily trading volume over the past month, ranking first among six ETFs tracking the ChiNext AI index [2]