科创人工智能ETF华夏(589010) 短期调整，盘中获支撑！或为AI赛道逢低布局的窗口

Group 1 - The core viewpoint indicates that the AI sector is experiencing a downturn, with the Sci-Tech Innovation AI ETF (589010) dropping by 2.46% to 1.388 yuan, mirroring the decline of the Shanghai Sci-Tech AI Index, which fell by 2.53% [1] - The ETF opened high but quickly retreated, showing a volatile downward trend throughout the morning, with a slight support level found around 1.377 yuan in the afternoon [1] - Among the 30 disclosed constituent stocks, only 3 saw gains while 27 experienced declines, with Daotong Technology and Anlu Technology leading the losses, both dropping over 6% [1] Group 2 - Oracle announced the deployment of over 450,000 NVIDIA GPUs in its "StarGate" project in Abilene, Texas, which will support the Zetascale10 system for real-time data processing across regions [1] - The system is designed to enable AI models to complete learning iterations without data migration, being referred to as the "cornerstone of the next generation of AI civilization" [1] - Guosheng Securities noted that the increasing demand for large model calls and the continuous investment in computing power by major domestic and international companies will boost the domestic computing power industry chain, including sectors like optical modules and PCBs [1] Group 3 - The Sci-Tech Innovation AI ETF closely tracks the Shanghai Sci-Tech Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2] - The ETF's 20% price fluctuation limit and the elasticity of small and mid-cap stocks help capture the "singularity moment" in the AI industry [2]