Group 1 - The core viewpoint of the article highlights the resurgence of domestic computing power, with the domestic chip ETF, Guotai (589100), rising over 5% during trading [1][3] - The State Administration for Market Regulation announced an investigation into NVIDIA for violating China's antitrust laws, while Huawei launched new supernodes and Ascend series chips, indicating a strong domestic push for AI computing power [3] - The development of domestic computing power is supported by continuous iterations of domestic chips like Huawei's Ascend, alongside increasing capital expenditures from major domestic internet companies, indicating a robust demand [3][4] Group 2 - The article suggests that a new arms race in AI is underway, with a shift in demand from AI training to inference, indicating stronger and more sustained investment compared to previous cycles [4] - The improving market risk appetite suggests that there is still room for valuation increases within the relevant industry chain, encouraging investors to pay attention to the Guotai chip ETF (589100) and the chip ETF (512760) [4]
国产算力行情再度爆发，关注科创芯片ETF国泰(589100)
Sou Hu Cai Jing·2025-09-23 01:39