国产算力及AI应用关注度不断上升，人工智能ETF（159819）早盘净申购达4000万份

Core Viewpoint - The artificial intelligence sector is experiencing increased attention and investment, driven by significant growth in domestic computing power and AI applications, particularly following the performance of Alibaba Cloud and Huawei's new product launch [1] Group 1: Market Performance - The CSI Artificial Intelligence Theme Index fell by 2.2% and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index decreased by 1.6% as of midday closing [1] - The AI ETF (159819) saw a net subscription of 40 million units in the morning session [1] Group 2: Industry Developments - Huaxi Securities noted that since the third quarter, there has been a rise in focus on domestic computing power and AI applications due to Alibaba Cloud's better-than-expected growth and Huawei's launch of super node cluster products [1] - The successful IPO of Moole Technology is expected to accelerate the scale and penetration of domestic AI computing power and applications [1] Group 3: Future Outlook - There is an optimistic outlook for the domestic computing power market, driven by advanced manufacturing processes and architectural upgrades, which are anticipated to enhance the overall level of domestic computing power [1] - The continuous improvement in domestic computing power share is expected as a result of these advancements [1]