万里眼超高速实时示波器全球首发，科创AIETF(588790)红盘震荡，机构仍看好科技主线

Core Insights - The Shanghai Stock Exchange's Sci-Tech Innovation Board Artificial Intelligence Index has shown a slight increase of 0.04% as of October 16, 2025, with notable gains from key stocks such as Cambricon (up 3.72%) and DaoTong Technology (up 2.80%) [3] - The Sci-Tech AI ETF (588790) has experienced a cumulative increase of 0.87% for the month up to October 15, 2025, indicating a stable performance amidst market fluctuations [3] - The ETF has seen a trading volume of 72.98 million yuan with a turnover rate of 1.09%, reflecting strong liquidity in the market [3] Market Trends - Recent adjustments in technology heavyweight stocks are indicative of a market consolidation phase, with expectations that small and mid-cap stocks may stabilize first as the market enters the latter part of this phase [6] - The overseas computing power industry remains robust, unaffected by recent trade tensions, suggesting a strong fundamental resonance within the related industry chain [6] - The domestic AI industry is expected to maintain high growth, driven by advancements in models and multi-modal technologies [6] Investment Opportunities - The Sci-Tech AI ETF is positioned as the largest product tracking the Sci-Tech Innovation Board Artificial Intelligence Index, with significant weight in stocks like Cambricon and Haiguang Information, which holds a 70% market share in domestic GPUs [7] - The ETF has seen a substantial growth of 1.98 billion yuan in scale over the past three months, ranking first among comparable funds [7] - The ETF's share count has increased by 3.783 billion shares in the last six months, indicating strong investor interest [7] Industry Developments - Oracle plans to deploy 50,000 AMD MI450 AI chips starting in the second half of 2026 to enhance its AI computing capabilities [8] - Walmart has partnered with OpenAI to introduce shopping features on ChatGPT, showcasing the integration of AI in retail [8] - The domestic usage of computing power chips is expected to surpass that of overseas chips soon, indicating a shift in the market landscape [8]