Mei Ri Jing Ji Xin Wen·2025-11-13 06:17Core Insights - The Sci-Tech Innovation Artificial Intelligence ETF (589010) experienced a slight increase followed by a pullback, currently priced at 1.343 yuan, up 0.67% from the previous close [1] - The ETF's performance shows a strong structure with 19 stocks rising and 11 falling, particularly in AI chip and hardware sectors, with some stocks gaining over 2% [1] - Active trading indicates high market participation, with significant turnover during the session [1] Company Developments - At the Baidu World Conference, Baidu's Executive Vice President Shen Dou announced advancements in their self-developed Kunlun chips, with the M100 chip optimized for large-scale inference set to launch in early 2026, and the M300 chip for ultra-large multimodal model training and inference expected in early 2027 [1] - Citic Securities predicts a trend towards domestic chips in the medium term, anticipating a significant increase in market concentration as domestic chips enter mass production [1] Industry Trends - The 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's design allows for capturing the "singularity moment" in the AI industry, supported by a 20% price fluctuation range and the elasticity of small and mid-cap stocks [1]