Core Insights - The article highlights the strong performance of the Sci-Tech Innovation Artificial Intelligence ETF (589520), which saw a price increase of over 1.8% in early trading, currently up by 1.38%, recovering the 60-day moving average and aiming for a fourth consecutive daily gain [1] - ByteDance is expected to purchase Ascend chips from Huawei, with total orders potentially exceeding 40 billion yuan by 2026, indicating a significant shift in the domestic computing power landscape [3] - The article emphasizes that the current period is a "golden window" for the Sci-Tech Innovation AI sector, driven by policy support, strong earnings, external pressures for self-sufficiency, and substantial room for price recovery compared to overseas counterparts [5][6] Policy and Market Dynamics - The new five-year plan prioritizes "technological self-reliance," providing robust support for AI and domestic alternatives through national strategies and industrial policies [6] - As of November, 20 out of 30 companies in the ETF's index reported profitability, with 22 showing year-on-year growth in net profit, reflecting strong industry performance [6] - The ongoing geopolitical tensions highlight the importance of technology security, making AI and domestic alternatives a long-term certainty [6] Investment Opportunities - There is a significant demand for price recovery in the domestic AI supply chain, which has lagged behind international counterparts, suggesting a high cost-performance ratio for investments in AI applications [6] - The ETF focuses on the domestic AI industry chain, with over 70% of its top ten holdings and more than half of its weight in the semiconductor sector, indicating a strong offensive strategy [7] - The ETF serves as an efficient tool for investors looking to gain exposure to domestic computing power, being a financing and margin trading target [7]
ETF盘中资讯｜字节拟采购华为昇腾芯片！字节产业链含量33%的科创人工智能ETF（589520）盘中拉升1.8%冲击4连阳！
Sou Hu Cai Jing·2025-12-29 02:52