Group 1 - The semiconductor industry chain is experiencing a significant market surge, with the AI-focused ETF Huaxia (589010) rising by 2.23% and reaching a peak increase of over 3.5% during the trading session [1] - Among the ETF's holdings, 90% of the constituent stocks are rising, with the second-largest weight, Lianqi Technology, leading with a 6.65% increase [1] - The trading volume is active, exceeding 91 million yuan, indicating a robust market liquidity [1] Group 2 - Omdia's latest report highlights rapid growth in the AI data center chip market, with projected GPU and AI accelerator shipment values reaching $123 billion in 2024, $207 billion in 2025, and $286 billion by 2030 [2] - The annual growth rate from 2022 to 2024 is expected to exceed 250%, but a slowdown to approximately 67% is anticipated from 2024 to 2025 [2] - AI infrastructure spending is projected to peak in 2026, with nearly all incremental spending driven by AI [2]

尽管英伟达仍是主导供应商，但Omdia观察到2025年GPU替代方案正获得市场关注，包括谷歌TPU等定 制ASIC芯片，以及华为昇腾系列、Groq和Cerebras等商用ASSP。AMD通过2024年对软件的重大投入， 其Instinct系列GPU也取得显著进展。 （文章来源：新华财经） 新华财经上海9月24日电全球领先的技术研究与咨询机构Omdia最新发布的《云与数据中心AI处理器预 测报告》显示，AI数据中心芯片市场持续快速增长，但已有迹象表明增速开始放缓。 上述报告称，2024年GPU和AI加速器出货金额达1230亿美元，2025年预计增至2070亿美元，2030年将 达2860亿美元。虽然2022至2024年间市场年增长率超过250%，但2024至2025年的增速预计将回落至 67%左右。AI基础设施支出占数据中心总支出的比例预计在2026年达到峰值（届时几乎所有增量支出都 将由AI驱动），之后将逐步回落至2030年。 ...