机构认为AI需求持续高景气，科创人工智能ETF华夏（589010）盘中筑底回弹

Group 1 - The market is experiencing wide fluctuations, with the Shanghai Composite Index down nearly 1% and the Huaxia AI ETF (589010) down 1.65%, reaching a maximum intraday decline of 2.89% before rebounding slightly [1] - In terms of liquidity, the trading volume reached 316 million, with a turnover rate of 11.90%, indicating a significant decrease compared to previous periods, suggesting a stable market where funds may be positioned for potential buying opportunities [1] - Anthropic, a large model unicorn, announced the completion of a $13 billion Series F financing, bringing its valuation to $183 billion, supported by the growth of its model Claude and related business [1] Group 2 - The smartphone market is expected to see increased penetration of AI phones into the mid-range price segment due to streamlined edge models and upgraded chip computing power, with Apple planning to launch its first foldable phone in 2026, potentially stimulating demand in the foldable market [2] - The AR market is transitioning from niche products to mainstream smart terminals through technological breakthroughs, ecosystem integration, and market penetration, with smart glasses expected to become the next generation of mainstream computing devices following smartphones [2] - The Huaxia AI ETF (589010) closely tracks the Shanghai Stock Exchange's AI index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support, with a 20% price fluctuation limit and small-cap elasticity aiding in capturing the "singularity moment" of the AI industry [2]