科创板人工智能ETF（588930）涨近3%，澜起科技涨超6%，机构：行业景气度仍有上行空间

Group 1 - The stock market showed strength on October 24, with the ChiNext Index rising over 1.03%, the Shanghai Composite Index up 0.20%, and the Shenzhen Component Index increasing by 0.77% [1] - The storage chip and quantum technology sectors led the gains, with nearly 3,000 stocks in the Shanghai, Shenzhen, and Beijing markets rising [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) increased by 2.87%, with significant premium trading observed during the session [1] Group 2 - The Shanghai Municipal Bureau of Statistics reported that the manufacturing output of the three leading industries grew by 8.5% year-on-year in the first three quarters, outpacing the overall industrial output growth by 2.8 percentage points [1] - The artificial intelligence manufacturing sector experienced a growth of 12.8%, while integrated circuit manufacturing grew by 11.3%, and biomedicine manufacturing increased by 3.6% [1] Group 3 - Dongxing Securities believes the artificial intelligence industry is currently in a phase of policy, technology, and demand resonance, supported by top-down policy empowerment and potential funding [2] - The industry is expected to maintain its leading position in technology investment, with domestic chip and cloud computing leaders gradually validating their performance [2] - Galaxy Securities indicates that the computing power sector is still in a performance realization phase, with a relatively moderate valuation level, and continues to be optimistic about computing-related sectors in the second half of the year [2]