IBM携手Groq，AI推理“光速”来袭！科创人工智能ETF华夏(589010) 早盘震荡走弱，短期处技术调整阶段

Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which opened lower and is currently trading at 1.399 yuan, down 1.41%, with active trading volume of approximately 9.4 million yuan [1] - Among the 30 constituent stocks, only 4 are up while 26 are down, indicating a bearish trend in the short term, with notable declines in stocks like Haitai Ruisheng and Jingchen Technology [1] - The ETF is currently in a technical adjustment phase, but there has been significant net inflow of funds over the past five days, suggesting strong investment interest [1] Group 2 - Dongwu Securities emphasizes the scarcity of factors such as the ceiling of the AI industry, monetization potential, growth prospects, and industry chain friendliness [2] - The high-frequency iteration of AI computing power, with a "year-on-year + hardware-software synergy" approach, is expected to refresh unit computing costs within 12-18 months, creating new demand and redefining pricing before a price decline occurs [2] - 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, benefiting from high R&D investment and policy support [2]