Group 1 - The A-share market opened lower on November 12, with the Shanghai and Shenzhen indices rebounding, and the Sci-Tech Innovation 50 ETF (588000) showing signs of recovery [1] - Key stocks such as Baile Tianheng, Ninebot Company-WD, and Tuojing Technology rose over 3%, while companies like Cambrian, SMIC, and Zhongwei also saw increases [1] - Despite market adjustments, there is a notable capital inflow into AI computing power, with the Sci-Tech Innovation 50 ETF (588000) attracting over 669 million in net inflows in the past three days [1] Group 2 - AMD's CEO predicts that the data center chip and system market could reach $1 trillion by 2030, driven by the AI wave, indicating significant growth potential in this sector [1] - The demand for AI computing power is expected to continue rising, with North American cloud providers projected to spend $408.6 billion and $500 billion in capital expenditures in 2025 and 2026, respectively [2] - The Sci-Tech Innovation 50 ETF (588000) tracks the Sci-Tech Innovation 50 Index, with 69.3% of its holdings in the electronics sector and 5.17% in the computer sector, aligning well with the development of AI and robotics [2]
AMD预言万亿美元市场！科创50ETF（588000）探底回升，近三日逆势吸金6.69亿元
Mei Ri Jing Ji Xin Wen·2025-11-12 03:09