资金坚定加仓AI自主可控！科创人工智能ETF（589520）单日吸金1558万元！机构：再迎国产AI弯道超车机会！

Core Viewpoint - The domestic AI industry chain is experiencing significant investment opportunities driven by strong policy support, continuous technological breakthroughs, and improving performance metrics [3][4]. Group 1: Investment Trends - The AI-focused ETF (589520) attracted 15.58 million yuan in a single day and has accumulated 43.99 million yuan over the past 10 days, indicating strong investor interest in the domestic AI sector [1]. - Key stocks in the AI sector, such as Cambricon, Lattice Semiconductor, and Foxit Software, have seen gains of over 1% despite market fluctuations [1]. Group 2: Technological Breakthroughs - Domestic AI technology is transitioning from conceptual discussions to practical applications, with significant advancements in large model training using "Chinese chips" [3]. - The year 2025 is anticipated to be a pivotal year for AI Agent commercialization, marking a shift from AI as a supplementary tool to a core productivity driver [3]. Group 3: Performance Validation - Among the 30 stocks in the AI ETF, 20 reported profits, and 22 showed year-on-year growth in net profit, with Cambricon's net profit soaring by 321% year-on-year, highlighting the sector's profitability [3]. Group 4: Policy Support - The new five-year plan emphasizes enhancing "self-reliance in technology" as a core objective, with a focus on "AI+" initiatives, providing robust long-term support for AI and domestic alternatives [3]. Group 5: External Pressures - The geopolitical landscape underscores the importance of technological security, with domestic AI companies accelerating their development to ensure a secure and controllable AI industry [4]. - The release of the Kimi K2 Thinking model by a domestic AI company has outperformed major international models, showcasing the competitive edge of local innovations [4]. Group 6: ETF Characteristics - The AI-focused ETF and its linked funds are strategically positioned to capitalize on the domestic AI industry, with a high concentration in semiconductor stocks, which account for over half of the top holdings [5]. - The ETF offers a lower entry barrier for investors and has a 20% price fluctuation limit, enhancing efficiency during market surges [5].