科创芯片概念股走弱，相关ETF跌超3%

Group 1 - The core viewpoint indicates a decline in the technology innovation chip sector, with notable drops in stocks such as Lanke Technology, which fell over 7%, and other companies like Zhongwei Company, Hu Silicon Industry, and Huahai Qingke, which dropped over 4% [1] - The related ETFs for technology innovation chips also experienced a decline, with an overall drop exceeding 3% [1] Group 2 - Specific ETF performance includes: - The Technology Innovation Chip ETF Index at 1.541, down 0.051 or -3.20% - The Guotai Technology Innovation Chip ETF at 1.541, down 0.048 or -3.02% - The Technology Innovation Chip ETF at 2.405, down 0.076 or -3.06% - The Southern Technology Innovation Chip ETF at 2.703, down 0.085 or -3.05% - The Technology Innovation Chip Fund at 2.351, down 0.073 or -3.01% - The Bosera Technology Innovation Chip ETF at 2.493, down 0.082 or -3.18% - The Technology Innovation Chip 50 ETF at 1.603, down 0.054 or -3.26% - The Fortune Technology Innovation Chip ETF at 1.691, down 0.055 or -3.15% [2] Group 3 - Analysts suggest that as AI models evolve, the commercial models for AI applications are becoming clearer. The release of Sora 2.0 not only upgrades technology but also introduces social attributes, broadening OpenAI's monetization channels [2] - The social attributes are expected to empower user growth for AI applications, leading to increased demands for upstream computing infrastructure [2] - OpenAI has secured orders for storage and GPU components from companies like Samsung, SK Hynix, and AMD, indicating a strengthened certainty in the growth of AI infrastructure demand, which is likely to benefit the related computing industry chain in future trends [2]