Core Insights - The AI sector is experiencing a significant rally, with a focus on the newly launched Guotai Science and Technology Artificial Intelligence ETF (subscription code: 589113), which captures opportunities in both "chip and application" segments [1] Group 1: Industry Developments - Domestic computing power is undergoing changes from both supply and demand sides, with companies like Huawei's Ascend leading the way in chip performance improvements, providing support for the domestic AI industry [1] - Major domestic internet companies are gradually adapting to domestic chips, which is expected to drive continued growth in capital expenditures, thereby supporting the demand for domestic computing power [1] Group 2: Investment Opportunities - The Guotai Science and Technology Artificial Intelligence ETF tracks the Science and Technology AI Index, covering the entire AI industry chain from upstream computing power to downstream application scenarios, including leading companies in computing power and high-quality firms in the application sector [1] - The ETF offers a risk diversification strategy by including a variety of companies, with a price fluctuation limit of 20%, and primarily focuses on mid-cap stocks, which are expected to exhibit stronger price elasticity compared to large-cap indices [1] - The ETF is currently in a significant issuance phase, attracting attention from interested investors [1]
20cm速递|AI概念全面走强,科创人工智能ETF国泰(认购代码:589113)网罗"芯片+应用",重磅发行中
Mei Ri Jing Ji Xin Wen·2025-09-22 06:30