Core Insights - The domestic company Chip-on-Micro has successfully completed the factory debugging and acceptance of its first 350nm stepper lithography machine, marking a significant advancement in the localization of semiconductor lithography equipment [1] - Policy-wise, the "14th Five-Year Plan" provides clear guidance for technological innovation, while the industry outlook remains positive due to improved fundamentals and the continued cost-effectiveness of computing power, particularly benefiting AI applications and semiconductor equipment [1] - The Zhongzheng Science and Technology Innovation and Entrepreneurship Artificial Intelligence Index selects 50 stocks from the Sci-Tech Innovation Board and the Growth Enterprise Market, reflecting the overall performance of AI-themed stocks, with the top five weighted stocks accounting for over 60% of the index [1] - Currently, seven ETFs tracking the Zhongzheng Science and Technology Innovation and Entrepreneurship Artificial Intelligence Index, including E Fund (159140), are being issued, which may help investors easily access cutting-edge technology and seize opportunities in the AI era [1]
国产光刻机迎关键突破,关注科创创业人工智能ETF易方达(159140)等产品投资价值