Xin Lang Cai Jing·2026-02-27 03:23Core Viewpoint - The AI computing sector remains active, with the domestic AI industry chain-focused ETF (589520) experiencing a price increase of 2.4% during the day, marking a second consecutive day of gains [8]. Group 1: ETF Performance - The ETF's price rose by 2.3%, reaching a peak of 0.705, with a trading volume of 56.44 million and a turnover rate of 5.62% [1][8]. - The ETF is a financing and margin trading target, providing an efficient tool for investing in the domestic computing power sector [11][4]. Group 2: Stock Performance - Notable stocks include Yuntian Lifei, which hit the daily limit with a 20% increase, and Sikan Technology, which rose over 10% [12]. - Other stocks such as Youkede and Yunchong Technology saw gains exceeding 8%, while companies like Xinyuan and Yaxin Security also experienced increases [12]. Group 3: AI Model Usage - OpenRouter reported that from February 9 to 15, Chinese models achieved a calling volume of 41.2 trillion tokens, surpassing the 29.4 trillion tokens of U.S. models for the first time [10]. - Four of the top five models by usage are from Chinese manufacturers, contributing 85.7% of the total calling volume [10]. Group 4: Market Sentiment - Analysts believe that the increase in usage of domestic AI models and expectations for monetization will accelerate data calling volume growth and model performance improvement, benefiting the domestic computing power industry chain [10][3]. - International capital is increasingly optimistic about leading Chinese AI models, driven by the commercialization cycle, unexpected progress in international expansion, and favorable valuation comparisons with U.S. tech stocks [3][10].