Xin Lang Ji Jin·2025-09-03 02:23Group 1 - Nvidia has denied rumors regarding supply constraints and sold-out status of H100/H200 chips, stating there is sufficient supply to meet all orders [1] - The Sci-Tech Innovation Artificial Intelligence ETF (589520) has seen a net inflow of 110 million yuan over the past five days, indicating strong investor interest despite recent market corrections [1] - Key stocks within the ETF have shown mixed performance, with Cambricon leading declines, while companies like OBI and Lingyun have experienced gains [1] Group 2 - The Shanghai Municipal Economic and Information Commission has initiated the 2025 "Artificial Intelligence+" action project, aiming to establish at least 10 innovation service platforms and 200 benchmark application projects by the end of 2027 [3] - Domestic computing power is expected to maintain good growth momentum, with potential breakthroughs in model-side and chip-side capabilities due to ongoing investments in computing infrastructure [3] - The AI sector is anticipated to be a leading segment in the current market cycle, driven by policy support and the integration of edge and cloud technologies [5] Group 3 - The domestic chip replacement trend is gaining traction as concerns over Nvidia's chip security vulnerabilities prompt clients to reconsider future purchases [4] - The AI terminal market is expected to experience a significant upgrade cycle, similar to the smartphone boom of the 2010s, potentially raising industry valuations by 30-50% [4] - The ETF offers a low-threshold investment opportunity with a high degree of elasticity, as it can efficiently capitalize on market surges due to its 20% price fluctuation limit [6]