Cambricon(SH:688256) Xin Lang Ji Jin·2025-09-10 06:12Core Viewpoint - The domestic AI sector is experiencing significant growth, with notable stock price increases for companies like Lanke Technology, Cambricon, and others, indicating strong market interest in the domestic AI industry chain [1][2]. Group 1: Market Performance - Lanke Technology's stock rose over 6%, while Cambricon and Lingyun Guang saw increases of over 5%, and Jingchen shares rose nearly 5% [1]. - The Sci-Tech Innovation Artificial Intelligence ETF (589520) experienced a price increase of over 2.6% during trading, reflecting strong buying interest [1]. - The ETF underwent a 1:2 share split, reducing the trading threshold from approximately 120 yuan to about 60 yuan, making it more accessible for investors [3]. Group 2: Industry Trends - Cambricon is positioned to benefit from the surge in AI computing power demand and the acceleration of domestic substitution, becoming a representative player in this trend [2]. - The AI sector is viewed as a critical infrastructure, akin to water and electricity, with a focus on "domestic computing power autonomy" as a key theme [2]. - The upcoming Meta Connect conference is anticipated to showcase new products, highlighting the potential of AI and AR glasses as a long-term interactive interface [2]. Group 3: Investment Highlights - The Sci-Tech Innovation Artificial Intelligence ETF is seen as a low-threshold investment option, with a strong focus on companies that are leaders in their respective segments within the AI industry [4]. - The ETF's top ten holdings account for over 71.66% of its weight, with the semiconductor sector representing more than 54.1%, indicating a concentrated and aggressive investment strategy [4]. - The ETF is expected to benefit from policy support and the growing importance of information security and industry safety in the context of technological friction [4].