Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) increased by 0.65%, with notable gains from companies like Lanke Technology and Stone Technology, which rose over 2%, while Cambrian fell over 2% [1] - The Sci-Tech Artificial Intelligence ETF (588730) has seen a net inflow of over 85 million yuan in the last four days, totaling nearly 480 million yuan in the past 60 days, with the latest fund size reaching 1.617 billion yuan [1][4] - Microsoft has launched a new AI infrastructure by connecting large data centers across states, with its new AI data center in Atlanta operational since October, significantly reducing complex AI training times from months to weeks [3] Group 2 - The current focus is on the domestic computing power industry chain, with increased attention on domestic AI applications following Alibaba Cloud's unexpected growth and Huawei's new super node cluster products [3] - The approval of the IPO for Moore Threads is expected to accelerate the scale and penetration of domestic AI computing power, with a positive outlook on advanced process manufacturing and chip architecture upgrades [3] - The Sci-Tech Artificial Intelligence ETF (588730) tracks an index that selects 30 large-cap companies involved in providing foundational resources, technology, and application support for AI, reflecting the overall performance of representative AI companies in the Sci-Tech Board market [4]
微软“AI超级工厂”启动；科创人工智能ETF(588730) 连续4日“吸金”合超8500万