Ge Long Hui A P P·2025-09-12 04:24Group 1 - The chip sector experienced a significant rally, with Chip Origin Co. hitting a 20% limit up, marking a new high, while Yuntian Lifei and Cambricon Technologies rose by 3.65% and 1.75% respectively, contributing to a 2.23% increase in the Sci-Tech Innovation AI ETF (588730), which has seen a cumulative rise of 51% this year [1] - Alibaba and Baidu have begun using self-designed chips to train their AI models, partially replacing chips produced by NVIDIA. Alibaba revealed in a conference call on August 29 that it has a "backup plan" for AI chips, establishing a diversified supply chain through partnerships [1] - Chip Origin Co. announced that from July 1 to September 11, it signed new orders worth 1.205 billion yuan, a historical high, with approximately 64% of these orders related to AI computing power [1] - By the second quarter of 2025, Baidu, Alibaba, and Tencent are expected to invest a total of 61.6 billion yuan in capital expenditures, a year-on-year increase of 168%, primarily for AI infrastructure and domestic chip procurement [1] - China plans to triple its AI chip production by 2026 to reduce reliance on overseas GPUs [1] Group 2 - The Sci-Tech Innovation AI ETF, which tracks the Sci-Tech Innovation AI Index, covers the upstream, midstream, and downstream sectors of the AI industry, with a semiconductor weight of 54.1%. The top three weighted stocks include Cambricon Technologies (16.62%), Lanke Technology (10%), and Chip Origin Co. (8.65%) [1] - The Sci-Tech Innovation AI ETF has seen a significant inflow of funds due to its precise coverage of "AI chips + AI applications," with its share increasing by 1.014 billion units this year, a staggering 738% year-on-year growth, bringing the latest scale to 1.703 billion yuan [2]