Core Insights - The article highlights significant capital inflow into the ChiNext AI ETF (159388), with a net inflow of 8 million units, indicating strong investor interest in AI-related investments [1] - Huawei's Ascend ecosystem has surpassed 3,000 partners, supporting a wave of private model deployment in China, which is expected to drive demand for AI computing power [1] - The PCB industry, due to its heavy asset nature, is anticipated to achieve non-linear performance improvements, driven by the ongoing effectiveness of scaling laws in the electronics sector [1] - The media sector is experiencing valuation expansion due to AI applications, with leading companies accelerating their capitalization amid a backdrop of rapid commercialization [1] Industry Summary - The ChiNext AI ETF (159388) tracks the ChiNext AI Index (970070), which includes listed companies involved in AI technology and applications, covering various segments from hardware manufacturing to software development [1] - The index has a daily price fluctuation limit of 20%, reflecting the overall performance of AI-related listed companies in the ChiNext market, characterized by significant technological innovation and growth potential [1]
20cm速递|创业板人工智能ETF国泰(159388)涨超2.3%,盘中净流入800万份,市场聚焦国产算力与商业化突破