谷歌Gemini业务销售额飙升，AI应用商业化有望加速！科创人工智能ETF华宝（589520）近5日连续吸金1.19亿元！

Group 1 - The core viewpoint of the news highlights the strong performance and investor confidence in the domestic AI industry chain, as evidenced by the trading activity of the Huabao Sci-Tech AI ETF (589520) which saw a price drop of 1.48% but maintained a high trading volume of over 51 million yuan, indicating a "buy the dip" mentality among investors [1] - The Huabao Sci-Tech AI ETF has attracted a total of 119 million yuan in inflows over the past five days, reflecting ongoing investor interest in the domestic AI sector [1] - Among the ETF's constituent stocks, Weisheng Information led with a gain of over 6%, while other stocks like Lanke Technology and Xindian Software also saw increases, indicating a positive trend in the sector [1] Group 2 - Google has experienced a significant surge in its Gemini AI model sales, with API call volume increasing over 100% to 85 billion times and enterprise subscriptions reaching 8 million, which is expected to boost revenue for Google Cloud services [3] - The current dynamics in the AI industry are marked by substantial activity, with overseas companies like xAI and Anthropic securing funding, and domestic policies promoting "AI + manufacturing," suggesting a robust growth trajectory for the sector [3] - By 2025, the synergy between self-sufficiency and AI is projected to drive strong performance in related sectors, with trends expected to strengthen further into 2026 [3] Group 3 - The Huabao Sci-Tech AI ETF (589520) is strategically positioned across four key segments of the AI industry chain: application software, terminal applications, terminal chips, and cloud chips, reflecting a shift from reliance on foreign technology to self-sufficiency [4] - The ETF focuses on domestic AI industry chains, emphasizing strong domestic substitution characteristics, with significant holdings in leading domestic GPU and ASIC companies, indicating a high concentration and aggressive investment strategy [5] - The ETF serves as an efficient tool for investors looking to gain exposure to domestic computing power, being a financing and margin trading target [5]