Group 1 - The market is currently consolidating, with the domestic AI industry chain-focused ETF (589520) experiencing a slight decline of 0.35%, indicating strong buying interest as evidenced by frequent premiums in the market [1] - The U.S. government has decided to end the previous administration's investigation into Chinese chips, delaying additional tariffs for at least 18 months, which is seen as a signal for stabilizing U.S.-China relations [2] - Domestic AI industry chain is gaining attention due to the urgency of localizing the semiconductor supply chain, as the U.S. has imposed comprehensive controls on advanced logic and memory industries [3] Group 2 - East China Securities recommends focusing on the domestic AI industry chain, highlighting the low global supply share of self-controlled enterprises in various sectors, indicating significant potential for domestic growth [3] - The rise of AI applications is driving the need for high-end chips, which may accelerate technological upgrades among domestic chip manufacturers [3] - The Sci-Tech Innovation Artificial Intelligence ETF (589520) and its linked funds are strategically positioned in the domestic AI industry chain, with over 70% of the top ten holdings concentrated in the semiconductor sector, indicating a high level of aggressiveness [4] Group 3 - In terms of stock performance, Zhongke Xingtou led with a rise of over 3%, while other companies like Xinghuan Technology and Aobi Zhongguang also saw gains, while companies like Chip Origin and Daotong Technology experienced declines [7]
ETF盘中资讯|自主可控逻辑强化!美国暂不对中国芯片加征关税,科创人工智能ETF(589520)溢价频现,买盘资金强势!
Jin Rong Jie·2025-12-25 03:16