全球AI芯片竞赛白热化!科创50ETF(588000)午后上涨0.87%,最大持仓股寒武纪午后大涨6%!

Group 1 - The A-share market shows a mixed trend with high-growth sectors rebounding, particularly the Sci-Tech 50 ETF (588000) which rose by 0.87% in the afternoon session [1] - Recent inflows into the Sci-Tech 50 ETF (588000) have been significant, with a net inflow of 3.572 billion over the past five days and 5.228 billion over the past ten days [1] - The trading volume of the Sci-Tech 50 ETF (588000) reached 3.602 billion at the time of reporting [1] Group 2 - The trend of orders shifting towards domestic chips is seen as inevitable due to multiple rounds of sanctions from the US chip legislation, which have hindered the sale of Nvidia's flagship chips to China [2] - Nvidia's products have faced multiple reductions in capability, leading to a continuous decline in competitiveness, prompting cloud providers and AI startups to increasingly favor domestic chips for stable supply [2] - The Sci-Tech 50 ETF (588000) tracks the Sci-Tech 50 Index, with 69.3% of its holdings in the electronics sector and 5.17% in the computer sector, aligning well with the development of cutting-edge industries like AI and robotics [2]