Group 1 - The core message is that by 2027, China aims to achieve a safe and reliable supply of key core technologies in artificial intelligence, with the industry scale and empowerment level remaining among the world's top [1] - The Ministry of Industry and Information Technology and seven other departments have issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" [1] - According to Founder Securities, the 14th Five-Year Plan accelerates the self-controllability of semiconductors, indicating a rapid development period for the entire advanced manufacturing industry chain [1] Group 2 - The domestic storage capacity significantly lags behind global leaders, necessitating substantial expansion to ensure a stable supply system [1] - Domestic semiconductors, after multiple rounds of verification testing, are expected to gradually increase their localization rate alongside the expansion of terminal customers [1] - The Kexin Chip ETF (589100) tracks the Kexin Chip Index (000685), which includes listed companies involved in the entire semiconductor industry chain, focusing on core technology areas such as semiconductor materials, equipment, and design [1]
20cm速递|科创芯片ETF国泰(589100)涨超2.5%,八部门:到2027年我国人工智能关键核心技术实现安全可靠供给
Mei Ri Jing Ji Xin Wen·2026-01-08 07:07