Group 1 - The technology sector is experiencing significant growth, particularly in artificial intelligence, smart vehicles, and machine tools, with AI ETF (515070) holdings like Lexin Technology hitting the daily limit up [1] - China's total computing power has been growing at an annual rate of approximately 30%, with projections indicating that by 2035, AI will contribute over 11 trillion yuan to the GDP, accounting for about 4% to 5% of it [1] - The smart computing scale in China is expected to grow by over 40% by 2025, driven by the acceleration of AI large models in industry applications and smart terminals [1] Group 2 - The report from Zhongtai Securities highlights the strategic direction for AI, emphasizing the importance of technology foundation and state-owned enterprises leading the way, with the implementation of the "AI+" action plan [1] - The DeepSeek-V3.1's UE8M0 FP8 Scale is facilitating the synergy between domestic AI software and hardware, marking a critical window for AI application deployment [1] - The combination of government and enterprise demonstration, collaborative innovation in software and hardware, and continuous improvement of AI infrastructure is expected to lead to a significant resonance between policy and industry for AI [1]
乐鑫科技20CM涨停,人工智能AIETF(515070)获资金累计加仓超5亿元