国家“AI+”行动意见重磅出炉，AI算力基建全面加速！科创半导体ETF（588170）盘中交易活跃

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index fell by 3.74% as of September 4, with significant declines in component stocks such as Huafeng Measurement Control down 7.99% and Zhongwei Company down 5.97% [1] - The Sci-Tech Semiconductor ETF (588170) also decreased by 3.80%, with the latest price at 1.16 yuan, and it achieved a new high in scale at 548 million yuan [1] - The ETF experienced continuous net inflows over the past four days, totaling 95.55 million yuan, with a peak single-day net inflow of 41.56 million yuan [1] Group 2 - The recent issuance of the "Artificial Intelligence +" action plan emphasizes the need for enhanced intelligent computing power coordination and support for AI chip innovation, indicating a growing opportunity for AI computing power as a foundational infrastructure [1] - Ping An Securities highlights the strong demand for underlying computing power infrastructure driven by the rapid development of artificial intelligence, suggesting that domestic computing chip design manufacturers are likely to benefit significantly [2] - The semiconductor materials and equipment industry is identified as a key area for domestic substitution, with low domestic replacement rates and high potential for growth due to the expansion of semiconductor demand driven by the AI revolution [2]