工信部放大招！国产算力，重磅消息！资金逢跌抢筹，科创人工智能ETF（589520）近6日连续吸金7792万元！

Group 1 - The Ministry of Industry and Information Technology (MIIT) has launched a special initiative to achieve a one-way interconnection delay of less than 1 millisecond between medium and large computing centers in urban areas by 2027, addressing the domestic computing power shortage [1] - By 2027, the deployment rate of 400Gbps exits for medium and large computing centers is expected to reach no less than 50%, enhancing user experience in computing power usage [1] - Domestic AI chip manufacturers are rapidly iterating their products, and the seamless adaptation of domestic computing chips is expected to drive the sustainable development of domestic AI [1][2] Group 2 - The demand for domestic computing power is anticipated to rise significantly by 2025, driven by large enterprises' capital expenditures and the formation of a consensus on computing power localization [2] - Companies like Cambricon and Moore Threads are expected to see revenue growth due to breakthroughs in advanced processes, contributing to the formation of a self-controlled domestic computing power industry chain [2] - The upcoming World VR Industry Conference will feature major tech companies, indicating a growing interest in AI glasses and the potential for innovation in the AI+AR glasses industry [2] Group 3 - The current market is experiencing a rotation of hot topics, with discussions on whether the technology sector can maintain its momentum, particularly in the context of the "14th Five-Year Plan" focusing on strong technology attributes [3] - The logic of domestic substitution is being reinforced amid trade disputes, which is a key driver for the strength of technology stocks [3][4] - The AI wave has opened up new growth opportunities across multiple industries, positioning technology stocks as the main focus of the current market rally [4] Group 4 - The Sci-Tech Innovation Artificial Intelligence ETF (589520) is highlighted for its three key advantages: policy support for AI, the importance of self-controlled technology in the context of tech friction, and its high elasticity and offensive potential compared to direct investments in individual stocks [5] - The top ten holdings of the ETF account for over 71.90% of its weight, with semiconductors being the largest sector, indicating a concentrated investment strategy [6]