亚马逊推出AI芯片Trainium 3,科创板人工智能ETF(588930)盘中溢价,机构:人工智能行业景气度仍有上行空间

Group 1 - The A-share market opened with mixed performance among the three major indices on December 3, with the Sci-Tech Innovation Board AI ETF (588930) down 0.07% and a premium trading rate of 0.08, while leading stocks included Star Ring Technology-U, Stone Technology, Weisheng Information, and Cambricon-U [1] - The Sci-Tech Innovation Board AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index (950180.CSI), which selects 30 large-cap stocks involved in providing foundational resources, technology, and application support for AI, reflecting the overall performance of representative AI industry stocks in the market [1] - Amazon's cloud computing division, AWS, launched the next-generation AI training chip Trainium 3 at the annual cloud computing event re:Invent, announcing plans for the development of Trainium 4, claiming it can drive AI models more cost-effectively and efficiently than Nvidia's leading GPUs [1] Group 2 - According to Lianhe Securities, AI is expected to be a key factor in the next phase of China's economic and social development, potentially driving the growth of more industries and creating investment opportunities, particularly in infrastructure, AI applications, and edge devices [2] - Dongxing Securities believes the AI industry is currently in a phase of policy, technology, and demand resonance, with the "AI+" initiative providing top-down policy support and potential funding, leading to improved performance verification for domestic chip and cloud computing leaders, while large enterprises continue to invest in capital expenditures, enhancing industry development certainty [2] - The AI industry's prosperity is expected to have upward potential, maintaining its central position in technology investment [2]