Sou Hu Cai Jing·2025-10-24 06:06Core Viewpoint - The A-share technology sector is experiencing a strong resurgence, particularly driven by artificial intelligence (AI), with significant inflows of capital into related ETFs and indices [1][4]. Group 1: Market Performance - The Sci-Tech Innovation Artificial Intelligence ETF (589560) surged by 3.21% as of 13:04, with trading volume surpassing the previous day's total [1]. - The Sci-Tech 50 Index ETF (588870) also rose over 3%, leading in year-to-date share growth among its peers [1]. - The Shanghai Stock Exchange Sci-Tech Innovation Board AI Index (950180) increased by 2.92%, with notable gains from constituent stocks such as 澜起科技 (688008) up 6.55% and 恒玄科技 (688608) up 6.29% [4][6]. Group 2: Key Stocks and Their Performance - The top ten constituent stocks of the Sci-Tech Innovation Artificial Intelligence ETF include: - 寒武纪-U (688256) with a rise of 3.82% - 澜起科技 (688008) with a rise of 6.55% - 芯原股份 (688521) with a rise of 5.61% [5]. - Other notable performers include 晶晨股份 (688099) up 2.23% and 乐鑫科技 (688018) up 3.78% [5]. Group 3: Industry Insights - The current AI wave is driven by technological innovations such as DeepSeek, which offers high performance and low costs, positioning China to compete globally in AI technology [6][7]. - The domestic AI application landscape benefits from a large pool of engineers, data resources, and a robust application ecosystem, exemplified by Alibaba's rapid AI integration across its platforms [7]. - The demand for large model computing continues to rise, with significant investments in computing power from major domestic and international firms, positively impacting related sectors like optical modules and PCBs [7]. - Recent government policies, including the August 26 directive on "Artificial Intelligence+" actions, aim to support the development of an intelligent economy by 2035, comparable in significance to the earlier "Internet+" initiative [7].