ETF盘中资讯 | 资金埋伏国产AI补涨前景！科创人工智能ETF（589520）近2日连续吸金1178万元！机构：AI应用想象空间更大

Core Insights - The domestic AI industry is experiencing rapid growth, with projections indicating that the core industry scale will exceed 1 trillion yuan by 2025, reflecting a growth rate of 24% in 2024 [4] - The focus is shifting from hardware and infrastructure ("selling shovels") to actual applications and commercialization ("mining gold") within the AI investment logic [4] - The Sci-Tech Innovation Artificial Intelligence ETF (589520) is gaining attention due to its strategic positioning in the domestic AI industry chain, which is transitioning from reliance on foreign technology to self-sufficiency [5] Fund Performance - The Sci-Tech Innovation Artificial Intelligence ETF (589520) saw an intraday increase of 0.9%, currently up by 0.54%, with a total net inflow of 11.78 million yuan over the past two days, indicating positive market sentiment towards AI sector recovery [1] - Key stocks within the ETF include Xinghuan Technology, which rose over 5%, and Lingyun Optics, which increased by more than 3%, among others [3] Industry Trends - The AI industry in China is projected to reach a core industry scale of over 9,000 billion yuan in 2024, with further growth expected to push this figure above 12,000 billion yuan by 2025 [4] - The ETF's index is balanced across four key segments: application software, terminal applications, terminal chips, and cloud chips, reflecting the industry's shift from cloud to edge computing [4] - The ETF's top ten holdings account for over 70% of its weight, with semiconductors making up more than half, indicating a strong focus on domestic alternatives [5]