A股三大指数早盘集体高开，AI行情有望向更多AI+领域扩散，科创人工智能（588730）标的指数一度涨超6%再创新高

Core Viewpoint - The A-share market is experiencing a strong performance in the AI sector, with significant gains in stocks related to domestic AI chips and a positive outlook for the industry driven by upcoming capacity improvements and commercialization efforts [1] Group 1: Market Performance - The three major A-share indices opened higher, with the Sci-Tech Innovation AI sector showing continued strength, as stocks like Cloud Tian Li Fei-U, Aerospace Hongtu, and Chip Origin Co. rose over 10% [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board AI Index surged over 6%, reaching a new high [1] Group 2: Industry Outlook - The logic behind domestic AI computing power is strengthening, particularly with the potential adoption of domestic AI chips in the H20 and DeepSeek series models [1] - Expected marginal improvements in AI chip production capacity from 2025 to 2026 are anticipated to enhance the prosperity of the domestic computing power industry chain [1] Group 3: Investment Trends - Analysts predict that the AI sector will continue to innovate in the second half of 2025, accelerating the implementation of upstream and downstream industry chains and driving significant growth [1] - The AI industry is entering a critical phase of commercialization, with indicators suggesting that the AI sector has not yet reached overheating levels, allowing for further expansion into various AI+ fields [1] Group 4: Fund Flows - There is strong market interest in the AI sector, as evidenced by continuous net inflows into the Sci-Tech Innovation AI ETF, which has reached new highs in scale [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board AI Index comprises 30 large-cap stocks related to the AI industry chain, highlighting its "hard technology" attributes [1]