“人工智能+”刷屏！科创人工智能ETF（589520）近4日吸金1．12亿元

Group 1 - The core viewpoint of the news is the introduction of a significant policy by the State Council to promote the "Artificial Intelligence+" initiative, which aims for AI integration in six key areas by 2027, with a target application penetration rate exceeding 70% [1][2] - The policy is compared to the "Internet+" initiative from 2015, which transformed traditional industries and created substantial market opportunities, leading to the emergence of several billion-dollar market segments [1] - The six clear directions outlined in the policy include AI in scientific research, industrial development, consumer enhancement, public welfare, governance capabilities, and global cooperation [1][2] Group 2 - The domestic computing power demand is expected to grow rapidly by 2025, with the market capacity potentially doubling, driven by the urgency of domestic chip replacement amid U.S. export restrictions [3] - The focus on domestic AI industry chains is reflected in the significant inflow of funds into the Science and Technology Innovation Board's AI ETF, which has attracted over 112 million yuan in just four days [3][5] - Four key investment logics are highlighted: market mainline logic, Science and Technology Innovation Board rebound logic, domestic substitution logic, and the potential for AI terminal development to replicate the smartphone boom of the 2010s [5][6]