AI产业双端催化下持续升温，创业板人工智能ETF华夏（159381）涨4.47%

Core Viewpoint - The artificial intelligence (AI) sector is experiencing significant growth driven by supportive policies and expanding applications, with optimistic market expectations for the AI industry chain [1] Group 1: Market Performance - Major stock indices showed slight increases, with the ChiNext AI sector continuing to rise, as evidenced by the Huaxia AI ETF (159381) gaining 4.47% by 10:20 AM [1] - Key component stocks such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication saw substantial gains of 8.79%, 7.62%, and 6.38% respectively, while other stocks like Deepin Technology and Jingjia Micro also experienced minor increases [1] Group 2: Policy and Industry Outlook - The State Council released an opinion emphasizing the importance of the smart economy as a key growth driver, predicting that AI will become one of the new engines of growth by 2030 [1] - The expansion of scenarios such as AIGC, autonomous driving, and smart healthcare is driving optimism in the market, with leading companies reporting order growth and technological breakthroughs [1] - Internationally, AI chip giants like Nvidia and AMD have exceeded earnings expectations, reinforcing investor confidence in the long-term growth potential of the AI sector [1] Group 3: Future Expectations - China Galaxy Securities anticipates that the market will enter a rate-cutting cycle in September, alongside an increase in A-shares' weight in the MSCI index, attracting passive foreign capital [1] - The AI sector is still in a favorable economic cycle, with a focus on domestic computing power chips and infrastructure, as well as the commercialization of AI applications and agents in various scenarios [1]