中国已成AI专利最大拥有国，电子ETF（159997）近4日“吸金”超800万元，机构：对AI带动的算力需求以及应用非常乐观

Group 1 - The A-share market experienced fluctuations on November 14, with the Shanghai Composite Index falling by 0.97% to below 4000 points, and the Sci-Tech Innovation Board Index declining by 1.84% [1] - The electronic ETF (159997) recorded a trading volume exceeding 28 million yuan, with over 8 million yuan attracted in the past four days, indicating strong investor interest [1] - The electronic ETF tracks the CSI Electronic Index, which includes companies involved in semiconductor production, computer storage, and electronic retail, making it the only ETF in the market to do so [1] Group 2 - China has completed the first phase of 6G technology testing, with over 300 key technology reserves formed, and is now entering the international standard research phase, with commercial deployment expected around 2030 [2] - By 2025, China is projected to hold 60% of global AI patents and 40.3% of 6G patent applications, maintaining its position as the largest online retail market for 12 consecutive years [2] - The communication industry is expected to experience growth driven by technological iterations and policy benefits, with a focus on AI, quantum communication, and infrastructure development [2] Group 3 - The AI industry revolution is compared to the industrial revolution, with a long-term optimistic outlook on the demand for computing power and applications in sectors such as optical modules, switches, and AI at the edge [3] - The traditional communication industry faces challenges due to reduced capital expenditure from telecom operators, but the development of 6G key technologies and increased investment in AI by operators present new opportunities [3]