Group 1 - The core focus is on the domestic AI industry chain, with the Huabao Science and Technology Innovation Artificial Intelligence ETF (589520) experiencing a price increase of over 1.7% before a slight decline of 0.59% [1][8] - The ETF has attracted significant investment, accumulating 144 million yuan over the past four days, indicating strong market confidence in the domestic AI sector [1][8] - Key stocks within the ETF include Tianzhun Technology, which rose over 7%, and several others like Aobi Zhongguang and Zhongke Xingtou, which saw gains exceeding 3% [1][8] Group 2 - The GLM-Image model, developed by Zhipu and Huawei, has achieved recognition by topping the Hugging Face platform's Trending list, showcasing the strength of domestic technology [3][10] - This model utilizes Huawei's Ascend Atlas 800T A2 chip and MindSpore framework, marking a significant shift away from reliance on foreign chips for AI training [3][10] - The innovative architecture of GLM-Image allows it to understand complex instructions and generate accurate Chinese text, setting a new standard in the field [4][11] Group 3 - The Huabao ETF is strategically positioned to cover four key segments of the AI industry: application software, terminal applications, terminal chips, and cloud chips, reflecting a shift towards self-sufficiency [5][12] - The ETF's top ten holdings account for over 70% of its weight, with semiconductors representing more than half, indicating a concentrated investment strategy [6][13] - The ETF serves as an efficient tool for investors looking to gain exposure to domestic computing power, especially in the context of increasing emphasis on information and industrial security [6][13]
国产AI登顶全球！智谱+华为联手！资金逢跌抢筹，科创人工智能ETF华宝（589520）近4日狂揽1.4亿元！