上海市印发！提升智能算力终端规模！国产AI芯片加速商业化落地，科创人工智能ETF近4日吸金7243万元

Group 1 - The Shanghai Municipal Economic and Information Commission has issued the "Action Plan for High-Quality Development of the Intelligent Terminal Industry (2026-2027)", focusing on enhancing the layout of edge AI chips [1] - The plan emphasizes the acceleration of core chip layouts such as SoC and CPU, covering major technology routes including X86, ARM, and RISC-V, and supports the development of edge GPU chips [1] - A new type of chip has been developed in China, achieving over 1000 times the computing power of top GPUs, with significant improvements in throughput and energy efficiency compared to current top digital processors [1] Group 2 - The demand for AI chips is expected to reach $39.5 billion by 2025, with the localization rate of the AI chip market increasing from 17% in 2023 to 55% in 2027 [2] - Domestic AI chip manufacturers are making significant progress, with companies like Huawei, Baidu, and Alibaba showing promising performance and commercialization of their products [2] - The Sci-Tech Innovation Artificial Intelligence ETF (589520) has seen significant capital inflow, reflecting positive market sentiment towards the domestic AI industry [3] Group 3 - The Sci-Tech Innovation Artificial Intelligence ETF (589520) is highlighted for its three key advantages: policy support for AI development, emphasis on domestic alternatives for information security, and strong offensive potential due to its high concentration in semiconductor stocks [5] - The top ten weighted stocks in the ETF account for over 70% of its total weight, with the semiconductor sector representing more than half of the ETF's holdings [6]