Xin Lang Cai Jing·2025-09-05 02:26Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index increased by 0.63% as of September 5, 2025, with notable gains from companies like Zhongke Xingtou (up 2.38%) and Cambricon (up 1.50%) [3] - The Sci-Tech AI ETF (588790) experienced a slight decline of 0.13%, with the latest price at 0.75 yuan, but has seen a cumulative increase of 3.31% over the past two weeks, ranking 3rd among comparable funds [3] Group 2: AI Equipment Procurement - China Mobile announced the results of its centralized procurement project for AI general computing devices (inference type) for 2025-2026, totaling over 5 billion yuan, with ZTE taking the lead at 885 million yuan [4] - The procurement involved approximately 7,058 AI general computing devices, with Huawei's Ascend ecosystem partners collectively securing about 3.4 billion yuan in contracts [4][5] Group 3: Industry Insights - The procurement results indicate a diversified landscape, with traditional server manufacturers like ZTE and Inspur winning contracts, while Huawei's Ascend accounted for over 70% of the computing power, amounting to 3 billion yuan [5] - Inference devices are crucial for AI application deployment, with increasing demand driven by various sectors such as short video platforms and industrial quality inspection [5] Group 4: ETF and Investment Opportunities - The Sci-Tech AI ETF is the largest product tracking the Sci-Tech Innovation Board Artificial Intelligence Index, with significant holdings in companies like Cambricon and Haiguang Information, which has a 70% market share in domestic GPUs [6][7] - Recent data shows a net outflow of 120 million yuan from the Sci-Tech AI ETF, but it has attracted a total of 978 million yuan over the past ten trading days [6]