科创综指ETF鹏华(589680)冲击3连涨，中国AI调用量首次超过美国

Group 1 - The AI industry chain continues to strengthen, with significant activity in the computing power sector. OpenRouter data shows that from September 9 to 15, China's model usage reached 41.2 trillion tokens, surpassing the U.S. model's 29.4 trillion tokens for the first time, with four Chinese models ranking in the global top five [1] - CITIC Construction Investment Securities emphasizes the ongoing iteration and upgrade of AI large models, with strong demand for computing power. The firm recommends focusing on the AI sector, particularly the computing power segment in both North America and China, as well as advancements in AI applications, especially edge AI agents [1] - The report also suggests monitoring potential improvements in submarine cables, optical fiber cables, military communication, commercial aerospace, and quantum technology sectors, which are being increasingly invested in by domestic and international giants [1] Group 2 - As of February 27, 2026, the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index (000680) rose by 0.20%, with significant gains in constituent stocks such as Pu Yuan Information (up 20.01%), World (up 20.00%), and Yun Tian Li Fei (up 19.97%) [1] - The Science and Technology Innovation Board Composite Index ETF by Penghua closely tracks the index, which consists of eligible listed companies on the Science and Technology Innovation Board, reflecting their overall performance including dividend income [2] - As of January 30, 2026, the top ten weighted stocks in the index include Haiguang Information, Cambricon, SMIC, and others, collectively accounting for 22.79% of the index [2]