Core Viewpoint - The AI sector is experiencing significant fluctuations, with the AI-focused ETF showing a decline in early trading, reflecting a cautious market sentiment despite ongoing positive net inflows in recent days [1][2]. Group 1: Market Performance - The Sci-Tech Innovation AI ETF (589010) opened lower at 1.397 yuan, down 1.62%, with a trading volume of approximately 15.78 million shares and a turnover of about 22.14 million yuan, indicating active turnover [1]. - Among the 30 constituent stocks, only 3 showed gains, with Lingyun Optics, Kingsoft Office, and Stone Technology rising by 2.18%, 1%, and 0.23% respectively, while leading decliners like Chip Origin, Fudan Microelectronics, and Cambricon fell by over 2% [1]. - The AI and computing hardware sectors are under significant pressure, while software and office-related stocks are relatively resilient [1]. Group 2: Industry Developments - The Economic Daily emphasizes the importance of leveraging AI as a super assistant in scientific research, following the State Council's recent issuance of guidelines to accelerate the implementation of "AI+" actions [1]. - The guidelines represent a strategic deployment by the central government to seize opportunities in the new wave of scientific research paradigm shifts, acknowledging both the opportunities and challenges presented by AI [1]. Group 3: Transformations in AI Industry - According to Galaxy Securities, the AI industry in China has undergone five significant transformations during the 14th Five-Year Plan, marking a shift from "technology" to "elements" [2]. - Key transformations include advancements in technology with the emergence of the Transformer architecture, improvements in domestic AI inference efficiency, and the evolution of data from government sharing to tradable fiscal elements [2]. - Policy changes have positioned AI as a transformative engine rather than merely an industrial tool, while market dynamics have shifted from internet-based innovation to value realization in the AI sector [2]. Group 4: ETF Characteristics - The Sci-Tech Innovation AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, supported by high R&D investment and favorable policies [3]. - The ETF's design allows for a 20% price fluctuation limit, enhancing its ability to capture "singularity moments" in the AI industry [3].
“人工智能 +” 行动来袭，科研领域如何突破 AI 瓶颈？科创人工智能ETF华夏(589010) 早盘开盘承压，芯片权重集体走弱
Sou Hu Cai Jing·2025-10-23 02:10