国产AI应用集中涌现+半导体博览会即将召开！科创人工智能ETF（589520）逆市上探1.4%，近10日吸金4926万元

Group 1: Market Performance - The domestic AI application sector continues to show strength, with the Sci-Tech Innovation Artificial Intelligence ETF (589520) rising against market trends, gaining 0.88% and recovering its 5-day moving average [1] - Over the past 10 trading days, the ETF has seen net inflows on 7 occasions, totaling 49.26 million yuan, indicating investor confidence in the future performance of domestic AI [1] Group 2: Key Stocks and Trends - Notable stocks within the ETF include Changchen Wanfeng, which surged by 11.90%, and several others like Foxit Software and Haotian Rui Sheng, which increased by over 3% [3] - The ETF's top ten holdings account for over 70% of its weight, with semiconductors representing more than half of the portfolio, showcasing a high concentration and aggressive positioning [4] Group 3: Industry Developments - Alibaba has launched the "Qianwen" project, while other major players like Tencent and ByteDance are also entering the AI application space, indicating a competitive landscape for AI applications [2] - The upcoming China International Semiconductor Expo aligns with the "14th Five-Year Plan," emphasizing the importance of technological innovation and supply chain security [2] Group 4: Future Outlook - CITIC Securities suggests that domestic AI applications are poised for a turning point, with significant potential for growth in the context of national security and technological independence [2] - The emphasis on domestic AI and computing power indicates a potential for localized growth and innovation in the sector [2]