Core Viewpoint - The domestic AI industry chain is gaining traction, as evidenced by the performance of the Huabao Science and Technology Innovation AI ETF (589520), which has attracted significant capital inflow and reflects investor confidence in the sector [1][5]. Group 1: ETF Performance - The Huabao Science and Technology Innovation AI ETF (589520) saw an early morning surge of over 1.7% before stabilizing near the waterline, currently down 0.59% [1]. - Over the past four days, the ETF has attracted a total of 144 million yuan, indicating strong investor interest in the domestic AI industry chain [1]. - Leading stocks within the ETF include Tianzhun Technology, which rose over 7%, and several others like Aobi Zhongguang and Zhongke Xingtou, which increased by more than 3% [1]. Group 2: Technological Advancements - The GLM-Image model, developed by Zhipu and Huawei, has topped the Hugging Face platform's Trending list, showcasing its international recognition and breaking the reliance on American chips [3][4]. - The model utilizes Huawei's Ascend Atlas 800T A2 chips and MindSpore framework, addressing the core issue of dependency on foreign chips for AI training [3]. - Zhipu's innovative architecture for GLM-Image combines autoregressive and diffusion decoder techniques, achieving high accuracy in generating Chinese text, which was a challenge for previous AI models [4]. Group 3: Industry Trends - The AI industry chain is transitioning from cloud-based solutions to edge computing, moving towards self-sufficiency and independence from foreign technologies [5][6]. - The Huabao Science and Technology Innovation AI ETF focuses on key segments of the AI industry, including application software, terminal applications, and chips, with a high concentration in semiconductor stocks [6]. - According to CITIC Securities, the synergy between self-control and AI is expected to drive strong performance in related sectors by 2025, with trends likely to strengthen further into 2026 [4].
ETF盘中资讯|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！