2025年我国智能算力规模预计增长超40%，科创半导体ETF（588170）盘中交易活跃迎配置时机

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index decreased by 1.82% as of August 25, 2025, with mixed performance among constituent stocks [1] - The Sci-Tech Semiconductor ETF (588170) fell by 1.97% to a latest price of 1.2 yuan, but saw a weekly increase of 11.21% as of August 22, 2025, indicating active market trading with a turnover of 1.18 billion yuan [1] - The Sci-Tech Semiconductor ETF (588170) experienced a significant increase in shares, growing by 66 million shares over the past three months [1] Group 2 - The China Computing Power Conference highlighted the rapid construction of computing power platforms, with 10 provinces officially connected, and the total computing power scale in China growing at an annual rate of approximately 30% [2] - The demand for intelligent computing power is surging due to the rapid development of artificial intelligence, with applications in various fields such as generative models, autonomous driving, and smart cities [2] - East China Securities noted that the core of China's semiconductor industry research is the dual resonance of cyclicality and growth, with significant domestic production motivation despite current cyclical pressures [2] Group 3 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the semiconductor materials and equipment index, focusing on companies in semiconductor equipment (59%) and materials (25%) [3] - The semiconductor materials ETF (562590) also emphasizes the upstream semiconductor sector, reflecting the low domestic replacement rate and high potential for domestic substitution [3]