阿里超级 AI 云剑指全球开发者！科创人工智能ETF华夏(589010) 午后弱势震荡，AI成分股普遍承压

Core Viewpoint - The Sci-Tech Innovation Artificial Intelligence ETF (589010) is experiencing a downward trend, with a current price of 1.382 yuan, reflecting a decline of 1.99% [1]. Market Performance - The ETF opened high but quickly fell, followed by a period of consolidation and a slight afternoon decline, indicating overall weak market sentiment [1]. - Among the 30 constituent stocks, only Xinghuan Technology and Jingchen Co. saw slight increases, while the majority, including Fudan Microelectronics, Haotian Ruisheng, and Chip Original, experienced notable declines, with Fudan Microelectronics dropping over 5% [1]. - The ETF's trading volume was approximately 41.28 million yuan, indicating moderate trading activity [1]. Industry Developments - The World Internet Conference in Wuzhen commenced today, with Alibaba's CEO, Wu Yongming, announcing the company's efforts to build a large-scale AI infrastructure and invest in a super AI cloud to provide leading AI services to global developers [1]. - Open-source securities highlighted the rapid development of large models, which has driven strong demand for AI computing power. OpenAI has committed to acquiring over 26GW of computing resources from suppliers such as Oracle, NVIDIA, AMD, and Broadcom, with potential costs exceeding 1 trillion USD over the next decade [1]. ETF Characteristics - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [1]. - The ETF has a 20% price fluctuation limit and the flexibility of small and mid-cap stocks, which aids in capturing the "singularity moment" of the AI industry [1].