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“人工智能+”实施,人工智能AIETF(515070)持仓股中科创达大涨超10%
Mei Ri Jing Ji Xin Wen· 2025-08-27 03:10
Group 1 - The core viewpoint of the news highlights a significant surge in the AI industry chain, with stocks in the AI ETF (515070) experiencing substantial gains, including notable increases in companies like Lexin Technology, Zhongke Chuangda, and others [1] - The AI ETF (515070) saw an intraday increase of over 3%, and its fund size has surpassed 7 billion yuan [1] - The government has outlined a plan to promote the integrated development of AI-driven technology research, engineering implementation, and product landing, aiming to accelerate the transition from "1 to N" in technology application and iteration [1] Group 2 - Long-term investment recommendations from招商证券 suggest focusing on the progress of societal intelligence under the new technology cycle, including continuous iteration of large models, improvement of computing infrastructure, and the realization of AI business models [1] - The report emphasizes the importance of self-sufficiency in the relevant industrial chain under the replacement cycle, particularly in domestic large models, AI applications, computing power, and integrated circuit industries [1] - The trend towards carbon neutrality and the reduction of costs and efficiency across the entire industrial chain, including solar, wind, energy storage, hydrogen, and nuclear power, is also highlighted [1]