国产算力水平有望不断提升，AI人工智能ETF(512930)交投活跃

Group 1 - The core viewpoint of the news highlights the rapid growth and innovation in the demand for AI-related computing power chips in China, supported by the government's "Artificial Intelligence +" initiative [1] - The domestic chip products are accelerating their adaptation in various application scenarios, with significant improvements in performance, particularly through technologies like "super nodes" [1] - The collaboration across the industrial chain is expected to enhance domestic computing power levels, providing robust support for the development of the AI industry [1] Group 2 - The AI-driven demand for high-performance storage products such as DDR5 RDIMM and eSSD is rapidly increasing, indicating a new upward cycle in the global storage industry, with price increases expected to continue into 2026 [1] - The transition of DRAM and NAND to 3D structures is significantly boosting the demand for etching and thin-film deposition equipment, with the investment per wafer reaching 1.7 to 1.8 times previous levels, indicating clear growth momentum for the semiconductor equipment sector [1] - The CSI Artificial Intelligence Theme Index (930713) includes 50 listed companies involved in providing resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [2]