ETF盘中资讯｜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 is that despite market fluctuations, investment in the domestic AI industry chain remains strong, as evidenced by the inflow of 119 million yuan into the Huabao Sci-Tech AI ETF (589520) over the past five days [1] - The leading stocks in the ETF include Weisheng Information, which rose over 6%, and other companies like Lanke Technology and Xindian Software, which also saw gains [1] - Conversely, stocks such as Zhongke Star Map and Cambrian experienced declines, negatively impacting the index performance [1] Group 2 - Google has seen a significant increase in its Gemini AI model sales, with API call volume doubling to 85 billion and enterprise subscriptions reaching 8 million, which is expected to boost Google Cloud revenue [3] - The current dynamics in the AI industry are intense, with overseas companies like xAI and Anthropic securing funding, and domestic policies promoting "AI + manufacturing" [3] - The commercialization of AI applications is accelerating, particularly in areas such as search and marketing, coding, and AI for science, with expectations for further acceleration in the commercialization process [3] Group 3 - The Huabao Sci-Tech AI ETF (589520) is strategically diversified across application software, terminal applications, terminal chips, and cloud chips, reflecting a shift in the AI industry from reliance on foreign technology to self-sufficiency [4] - The ETF aligns with the current state of the AI industry chain and is seen as having significant potential for growth [4] Group 4 - The Huabao Sci-Tech AI ETF and its linked funds focus on the domestic AI industry chain, emphasizing strong domestic substitution characteristics, with major holdings in leading domestic GPU and ASIC companies [5] - The top ten holdings account for nearly 70% of the ETF, with semiconductor stocks making up almost half of the portfolio, indicating a high concentration and aggressive investment strategy [5] - The ETF serves as an efficient tool for investing in domestic computing power and is available for margin trading [5]