太辰光，“买入”寒武纪

Group 1 - The artificial intelligence sector is gaining significant attention, with over 10 billion yuan flowing into AI-themed ETFs since August [1][6] - The largest component of the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index is Cambricon Technologies, accounting for over 16% [1][4] - Shenzhen Taicheng Communication Co., Ltd. has invested 5 million yuan in the newly launched Huatai-PineBridge Shanghai Stock Exchange Sci-Tech Innovation Board AI ETF [1][2] Group 2 - Several private equity funds, including Zhenjin Private Client Enjoyment Phase II and Qianhui Yunhang No. 1, have also invested over 7 million yuan in the Huatai-PineBridge Shanghai Stock Exchange Sci-Tech Innovation Board AI ETF [2] - The top ten holders of the ETF include various private equity funds and institutional investors, with significant holdings reported [3][4] Group 3 - The Shanghai Stock Exchange Sci-Tech Innovation Board AI Index has seen a growth of over 60% since April 8, with a notable increase in net subscriptions for AI-themed ETFs [4][6] - The net subscription amount for AI-themed ETFs reached 15.319 billion yuan from August 1 to September 1, with several funds reporting over 1 billion yuan in net subscriptions [6] Group 4 - Investment managers are optimistic about the long-term prospects of AI, emphasizing the importance of computing power and application advancements in driving growth [7][8] - Despite recent adjustments in the AI sector, the overall market remains attractive for investment, with expectations of continued opportunities in AI hardware, software, and applications [8]