AI算力周期将持续10年！科创50ETF（588000）成交额超15亿

Group 1 - The A-share market opened lower on November 5, with the three major indices declining collectively. The Kexin 50 ETF (588000) experienced a maximum drop of over 1.65% after an initial rise [1] - The Kexin 50 ETF (588000) has attracted significant capital recently, with inflows of 1.629 billion yuan over the last 5 trading days, 1.408 billion yuan over the last 10 days, and 2.721 billion yuan over the last 20 days. Its trading volume exceeded 1.5 billion yuan, ranking first among similar products [1] - Amazon Web Services (AWS) signed a $38 billion computing power cooperation agreement with OpenAI, which will utilize AWS's latest GPU resources for various AI tasks. This collaboration is expected to enhance the global AI computing infrastructure and drive continuous demand in the cloud computing and AI industry [1] Group 2 - Changjiang Securities noted that the artificial intelligence industry has entered a "virtuous cycle" development phase, marking the beginning of a new computing era. The global computing infrastructure is still in its early stages, with a complete development cycle expected to last at least 10 years [2] - The AI wave is driving rapid growth for domestic and international cloud service providers, with capital expenditure expectations continuously being revised upward, leading to increased investment in computing power [2] - The Kexin 50 ETF (588000) tracks the Kexin 50 Index, with 69.3% of its holdings in the electronics sector and 5.17% in the computer sector, totaling 74.47%. This aligns well with the development direction of cutting-edge industries such as AI and robotics, while also covering various high-tech fields like medical devices and software development [2]