午后飙涨近5%！AI芯片继续高歌猛进，科创人工智能ETF（589520）逼近上市高点

Group 1 - The core viewpoint highlights the strong performance of the domestic AI industry chain, with the Sci-Tech Innovation AI ETF (589520) experiencing a significant increase of nearly 5% at one point, currently up 3.26%, with a trading volume exceeding 500 million yuan [1] - Key stocks in the ETF include Chipone Technology, which rose over 17%, and other companies like Amlogic and Hengxuan Technology, both seeing gains of over 7% [1] - According to Guojin Securities, the surge in AI inference demand is driving strong growth in ASIC demand, with Nvidia's technology upgrades boosting both price and volume in PCB, leading to high growth expectations for AI-PCB companies in the second half of the year [1] Group 2 - The Sci-Tech Innovation AI ETF (589520) and its linked fund (024560) passively track the Sci-Tech AI Index (950180), focusing on the domestic AI industry chain with strong domestic substitution characteristics, and the ETF has a price fluctuation limit of 20%, indicating high elasticity [2] - The integration of edge and cloud computing is identified as a core trend in AI development, with constituent stocks being the largest revenue generators or best-positioned companies in their respective segments, likely to benefit from the acceleration of AI chip/software integration [2] - As of August 2025, the top ten holdings in the Sci-Tech Innovation AI Index account for 71.66% of the weight, with the semiconductor sector being the largest, comprising 54.1% of the industry weight [2]