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！

Core Viewpoint - The article highlights the strong performance of the Sci-Tech Innovation Artificial Intelligence ETF (589520), driven by significant developments in the domestic AI industry and the strategic importance of domestic chip procurement. Group 1: ETF Performance - The Sci-Tech Innovation Artificial Intelligence ETF (589520) showed strong performance in early trading, with prices rising over 1.8% at one point and currently up 1.38%, recovering the 60-day moving average and aiming for a fourth consecutive daily gain [1][8] - Among the constituent stocks, Chip Original Co. led with a rise of over 7%, followed by Yuntian Lifei with over 5%, and Cambricon Technologies with over 4% [1][8] Group 2: Domestic Chip Procurement - ByteDance is expected to procure Ascend chips from Huawei by 2026, with total orders potentially exceeding 40 billion yuan [3][10] - National Investment Securities notes that the domestic computing power sector is undergoing significant changes, with continuous iterations of domestic chips represented by Huawei's Ascend and major internet companies gradually adapting to these chips [3][10] Group 3: Strategic Importance of AI - The current period is described as a "golden window" for the AI sector, driven by policy support and strategic initiatives aimed at enhancing technological self-reliance [5][12] - The new five-year plan emphasizes improving the level of technological self-reliance as a core goal, providing long-term support for AI and domestic substitution [5][12] Group 4: Industry Performance and Trends - As of the third quarter of 2025, 20 out of 30 constituent companies of the ETF reported profitability, with 22 companies showing year-on-year growth in net profit, indicating strong industry performance [6][12] - There is a significant demand for domestic AI applications to catch up with international counterparts, suggesting a potential for price recovery in the domestic AI application sector [6][12] Group 5: Investment Characteristics of the ETF - The ETF focuses on the domestic AI industry chain, with over 70% of its top ten holdings concentrated in this area, and more than half of its holdings in the semiconductor sector, indicating a high concentration and aggressive investment strategy [13] - The ETF serves as an efficient tool for investors looking to gain exposure to domestic computing power [13]