人工智能加速渗透，AI终端规模剑指3000亿元！科创50ETF（588000）成交额达9.4亿元

Core Insights - The A-share market opened slightly lower on November 19, with the Kexin 50 ETF (588000) showing a fluctuating trend, peaking at a 0.28% increase during the session [1] - The Kexin 50 ETF has attracted significant capital inflow, with over 560 million yuan net inflow in the last three days and over 1.655 billion yuan in the last five days [1] - The Chongqing government released the "Artificial Intelligence Terminal Industry Innovation Transformation Action Plan (2026-2030)" on November 18, aiming for the AI terminal industry to exceed 300 billion yuan by 2030 [1] Industry Developments - The action plan focuses on promoting innovation in AI smartphones, AI computers, smart home appliances, and industrial robots, while also enhancing computing infrastructure and advancing core technologies like AI chips and smart sensors [1] - The recent local policies signify a shift in AI technology from model-level applications to terminal applications, indicating a new growth opportunity for the AI terminal industry chain [2] - Key sectors such as computing infrastructure, edge AI chips, smart sensors, and embodied intelligence are expected to benefit first from this trend, driving hardware innovation and ecosystem development [2] ETF Performance - The Kexin 50 ETF tracks the Kexin 50 Index, with 69.3% of its holdings in the electronics sector and 5.17% in the computer sector, totaling 74.47%, aligning well with the current trends in AI and robotics [2] - The ETF also covers various sub-sectors, including semiconductors, medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [2]