Xin Lang Ji Jin·2025-09-12 06:14Group 1 - The domestic AI sector is experiencing significant momentum, with the Sci-Tech Innovation Artificial Intelligence ETF (589520) seeing a mid-session increase of 3.78% and currently up 2.8%, indicating strong buying interest and wide premiums in the market [1] - Key constituent stocks include Cambrian, which surged over 9% to surpass 1520 CNY, reclaiming the title of "stock king" from Kweichow Moutai, and Chipone Technology hitting a 20% limit up [1] - The acquisition plan disclosed by Chipone Technology aims to enhance its RISC-V CPU IP capabilities, which will strengthen its competitive edge in AI ASIC design [2][3] Group 2 - The urgency for domestic chip alternatives is increasing due to U.S. restrictions on advanced chip exports to China, highlighting the importance of independent design and production of high-end AI chips [4] - The Sci-Tech Innovation Artificial Intelligence ETF is positioned to benefit from policy support and the growing demand for domestic AI capabilities, with a focus on companies that are well-placed in the AI industry chain [5] - The ETF's top ten holdings account for over 71.66% of its weight, with semiconductors being the largest sector at 54.1%, indicating a concentrated and aggressive investment strategy [5]