ETF盘中资讯|国产AI果然补涨？三大拐点来临，AI应用集体爆发！科创人工智能ETF华宝（589520）盘中涨近3%

Group 1 - The core viewpoint of the news is that the domestic AI sector continues to show strong upward momentum, with significant interest in the domestic AI industry chain, particularly through the Huabao AI ETF, which has seen a price increase of nearly 3% in intraday trading [1] - The Huabao AI ETF (589520) has a strong focus on the domestic AI industry chain, with over 70% of its top ten holdings concentrated in semiconductor and software development sectors, indicating a high concentration and aggressive investment strategy [4] - The AI application market is expected to enter a "golden year" in 2026, driven by technological maturity, supportive policies, and increasing market demand [2][3] Group 2 - Notable stock performances include significant gains from companies such as Xinghuan Technology, which rose by 11.57%, and Yaxin Security, which increased by 10.10%, indicating a strong rally in AI application concept stocks [6] - The Huabao AI ETF is designed to efficiently capture the domestic computing power market, serving as a financing and margin trading tool, which aligns with the current trend of moving from reliance on foreign technology to self-sufficiency [4] - The investment cycle in the technology sector follows a pattern of "hard three years, soft three years, and three years of business model," suggesting that 2026 will be pivotal for AI application investments [3]