VeriSilicon(SH:688521) Xin Lang Cai Jing·2025-09-12 02:23Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector, particularly the rise of the Sci-Tech Innovation Board AI Index and its constituent stocks, indicating a bullish trend in the market [3][4]. - The Sci-Tech AI ETF (588790) has shown significant growth, with a 7.74% increase over the past week and a trading volume of 1.02 billion yuan, reflecting high investor interest [3][5]. - The National Development and Reform Commission emphasizes the need for a supportive environment for AI innovation, including financial backing and the establishment of application pilot bases to enhance the AI ecosystem [4]. Group 2 - Chipmaker Chip Origin reported a record high in its order backlog, amounting to 3.025 billion yuan, with new orders of 1.205 billion yuan signed between July 1 and September 11, marking an 85.88% increase year-on-year [4]. - The AI hardware industry is expected to maintain high growth due to increasing demand for advanced computing power, with companies like NVIDIA leading the charge in hardware innovation [5]. - The top ten weighted stocks in the Sci-Tech Innovation Board AI Index account for 71.66% of the index, indicating a concentration of market influence among these key players [6].