科技巨头加码端侧AI，科创板人工智能ETF（588930）高开，机构：外资对中国科技股持股比例持续偏低

Group 1 - The core viewpoint of the articles highlights the increasing investment and development in artificial intelligence (AI) by major technology companies, both domestically and internationally [1][2] - The launch of new AI products, such as Alibaba's Quark AI glasses and ByteDance's Nubia M153, indicates a growing trend in AI applications and consumer technology [1] - The STAR Market AI ETF (588930) tracks the performance of 30 major AI-related companies, reflecting the overall performance of the AI industry in the STAR Market [1] Group 2 - CITIC Securities notes that the current phase of AI application is still in its early stages, with significant potential for growth in AI capital expenditure (Capex) expected to increase 5-7 times globally by 2030 [2] - China's AI Capex is projected to grow 7-9 times, indicating a robust investment landscape for AI technologies [2] - The low foreign ownership in Chinese tech stocks suggests that if AI investment exceeds expectations, the attractiveness of Chinese AI companies will further increase [2]