Group 1 - The core point of the article highlights the performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which is currently trading at 1.418 yuan, down 0.98%, with significant differentiation in stock performance within the sector [1] - Among the holdings, 25 stocks are rising while 8 are falling, with notable gainers including Hehe Information, Foxit Software, and Qi Anxin-U, each rising over 3%, while Lanke Technology, Lexin Technology, and Hengxuan Technology have seen declines exceeding 2% [1] - In terms of capital flow, there has been a cumulative net inflow of approximately 346 million yuan over the past five days [1] Group 2 - Oracle, a US software company, announced plans to launch cloud services powered by AMD's advanced AI chips, with an agreement to deploy 50,000 AMD MI450 chips by Q3 2026 and further expansion planned for 2027 and beyond [1] - This collaboration aims to address the growing demand for large-scale AI capabilities required by next-generation AI models [1] - According to a report from Galaxy Securities, there is a long-term positive outlook for the AI industry chain, emphasizing the necessity for domestic chip production [1] - The computing power sector is still in a performance realization phase, with relatively moderate valuation levels, and is expected to remain favorable for PCB, domestic computing power, IP licensing, and chip-related investments in the second half of the year [1] Group 3 - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain [1] - The ETF benefits from high R&D investment and policy support, with a 20% price fluctuation limit and the elasticity of small and mid-cap stocks aiding in capturing the "singularity moment" of the AI industry [1]
AMD拿下5万颗AI芯片大单！科创人工智能ETF华夏(589010) 早盘震荡下挫，横盘整理
Mei Ri Jing Ji Xin Wen·2025-10-15 05:15