技术突破+业绩兑现，资金积极布局！重仓国产AI产业链的——科创人工智能ETF（589520）近5日吸金4116万元

Core Viewpoint - The domestic AI industry chain is experiencing significant investment opportunities driven by policy support, technological breakthroughs, and improving performance metrics. Group 1: Investment Opportunities - The domestic AI technology is transitioning from conceptual discussions to practical applications, with domestic large models making breakthroughs and internet companies increasingly using "Chinese chips" for model training [3] - The performance of the companies within the Sci-Tech Innovation AI ETF (589520) is validating the industry's potential, with 20 out of 30 constituent stocks reporting profits and 22 showing year-on-year net profit growth, including a remarkable 321% increase in net profit for Cambrian [3] - The new five-year plan emphasizes enhancing "self-reliance in technology," which includes a strong focus on AI, indicating long-term support for the AI and domestic substitution sectors [3] Group 2: Market Dynamics - External pressures, such as geopolitical tensions, are driving the importance of technological security, which in turn accelerates the domestic AI industry chain's localization process [4] - The Sci-Tech Innovation AI ETF (589520) and its associated funds are strategically positioned to capitalize on the domestic AI industry, focusing on companies that dominate their respective segments [5] - The ETF structure allows for lower entry barriers for investors and offers higher efficiency during market surges due to its concentrated holdings, with over 70% of the top ten stocks and more than half of the weight in the semiconductor sector [5]