存储芯片概念拉动，半导体强势上涨！科创人工智能ETF华宝（589520）盘中猛拉3.2%，近5日吸金6405万元！

Core Viewpoint - The domestic AI industry chain is experiencing significant growth, with the Huabao Sci-Tech AI ETF (589520) showing a strong upward trend, ending a four-day decline and attracting substantial capital inflow [1][7]. Group 1: ETF Performance - The Huabao Sci-Tech AI ETF (589520) saw an intraday increase of 3.29%, currently up 2.54%, marking the end of a four-day losing streak [1][7]. - Over the past five days, the ETF has received a net inflow of 64.05 million yuan, and over the last ten days, it has accumulated a total inflow of 1.51 billion yuan [1][7]. Group 2: Stock Performance - Notable stocks within the ETF include: - Lanke Technology, which rose by 10.43% [2][10]. - Yuntian Lifelike, increasing by 8.94% [2][10]. - Hengxuan Technology, up by 6.23% [2][10]. - Other stocks such as Xinyuan Co., Fudan Microelectronics, and Cambricon also showed positive growth [5][9]. Group 3: AI Chip Market - In the AI chip sector, SanDisk's stock surged by 8%, reaching a new historical high, with Citigroup raising its target price from $280 to $490 [2][10]. - The National Bureau of Statistics reported a 22.8% increase in storage chip production and a 12.6% increase in server production, indicating a sustained improvement in the semiconductor market [2][10]. Group 4: AI Applications - The collaboration between Zhejiang Wenlian and ByteDance's giant engine has led to the "Pai Zhi" digital human project, which is expected to consume over 250 million yuan by 2025, reflecting a fivefold year-on-year growth [3][11]. - Long-term prospects for AI applications are positive, with expectations for significant opportunities arising from model paradigm shifts by 2026 [3][12]. Group 5: Domestic AI Industry Focus - The Huabao Sci-Tech AI ETF focuses on the domestic AI industry chain, emphasizing strong domestic substitution characteristics, with major holdings in leading domestic GPU and ASIC companies [4][13]. - The ETF's top ten holdings account for nearly 70% of its weight, with the semiconductor sector representing almost half of its portfolio, indicating a high concentration and aggressive positioning [4][13].