机构认为“AI+”有望开启下一个黄金十年！科创人工智能ETF华夏(589010)成长逻辑向好，无惧短线调整！

Core Viewpoint - The AI industry chain is experiencing a general pullback, but the long-term growth logic remains intact, indicating potential investment opportunities despite short-term fluctuations [1]. Group 1: Market Performance - The AI-focused ETF, Huaxia (589010), has decreased by 2.60% but remains above its five-day moving average, reflecting strong long-term growth potential [1]. - Key holdings include Aerospace Hongtu, which rose by 18.79%, while Hengxuan Technology, Cambricon, and others saw declines of 7.15%, 6.29%, and over 4% respectively [1]. - The market's trading volume exceeded 67 million yuan, indicating active trading, with a net inflow of 32.4 million yuan yesterday and a total of 119 million yuan over the past five trading days [1]. Group 2: Policy and Industry Outlook - The National Development and Reform Commission plans to enhance coordination in implementing the "AI+" initiative, focusing on regional characteristics and avoiding chaotic competition [1]. - Huazhong Securities anticipates that the introduction of significant top-level design for the AI industry could lead to a "golden decade" for "AI+" [1]. - The integration of computing infrastructure, AI software, and smart terminals is expected to strengthen, with increased capital expenditure from major companies and enhanced fiscal support likely accelerating infrastructure development [1].