科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数（950180.CSI）。该指数从科创板市 场中选取30只市值较大且业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指 数样本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。 消息面上，据央视新闻，记者从国家发展改革委举行的新闻发布会上了解到，我国将加大力度，支持各 类企业深度参与"人工智能+"行动。国家发展改革委新闻发言人李超介绍，为深入实施"人工智能+"行 动，我国将采取多个举措，支持包括民营企业在内的各类企业深度参与"人工智能+"行动。 9月30日，A 股三大指数集体高开，上证科创板人工智能指数截至发稿涨3.09%，成分股中，乐鑫科技 涨超7%，云天励飞-U、海天瑞声、寒武纪-U、福昕软件、复旦微电等跟涨。 相关ETF中，创板人工智能ETF（588930）高开，截至发稿涨3.12%，成交额超2900万元。 资金流向上，Wind金融终端数据显示，科创板人工智能ETF（588930）昨日获超2900万元资金净流 入，拉长时间线看，该ETF近5日持续获资金净流入，累计"吸金"超1.7亿元。 中银国际表示，AI应用商 ...

科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数（950180.CSI）。该指数从科创板市 场中选取30只市值较大且业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指 数样本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。 9月26日，A股三大指数集体低开，上证科创板人工智能指数截至发稿跌0.01%。成分股中，晶晨股份涨 超6%，安路科技、澜起科技、复旦微电、乐鑫科技、奥普特等跟涨。 相关ETF中，科创板人工智能ETF（588930）盘初翻红，截至发稿涨0.18%，成交额超1300万元。 Wind金融终端数据显示，科创板人工智能ETF（588930）已连续三个交易日获资金净流入，累计"吸 金"超1.1亿元。 消息面上，国际数据公司（IDC）近日发布《全球人工智能和生成式人工智能支出指南》。数据显示， 2024年全球人工智能(AI)IT总投资规模为3,159亿美元，并有望在2029年增至12,619亿美元，五年复合增 长率(CAGR)为31.9%。聚焦生成式AI，IDC预测，全球生成式AI市场五年复合增长率或达56.3%，到 2029年全球生成式AI市场规模将达6 ...

Group 1 - The market showed mixed performance on September 5, with the ChiNext Index rising over 1% and the Sci-Tech Innovation Board AI Index increasing by 0.22% [1] - Notable stocks in the AI sector included Aerospace Hongtu and Lanke Technology, both rising over 1%, along with other companies like Optoelectronics, Cambricon Technologies, and others [1] - The Sci-Tech Innovation Board AI ETF (588930) turned positive during trading, increasing by 0.27% with a trading volume exceeding 23 million yuan [2] Group 2 - The Sci-Tech Innovation Board AI ETF (588930) has seen net inflows in 4 out of the last 5 trading days, accumulating over 310 million yuan [2] - The index tracks 30 large-cap companies in the AI sector, reflecting the overall performance of representative AI industry stocks in the Sci-Tech Innovation Board [2] - The 2025 World Intelligent Industry Expo is set to open in Chongqing, focusing on "AI+" and "smart connected new energy vehicles," featuring over 100 new industry standards and technologies [3] Group 3 - The expo will showcase over 3,000 new products and technologies from more than 600 leading domestic and international companies [3] - The event includes five specialized sectors and will host six high-level professional competitions, providing a platform for global industry practitioners [3] - According to First Capital Securities, the AI industry is thriving due to supportive policies, continuous technological iteration, and diverse downstream demands, with a focus on advancements in domestic AI capabilities [3]

Group 1 - The three major indices opened higher on September 1, with the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index rising by 1.95%, and several constituent stocks such as Yuntian Lifei-U increasing by over 10% [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) also saw a rise of 1.91%, with a trading volume exceeding 24 million yuan and a premium rate of 0.24%, indicating frequent premium trading [1] - The ETF has experienced a net inflow of nearly 900 million yuan over the past five trading days, reflecting strong investor interest [1] Group 2 - As of August 29, nearly 80% of A-share companies reported positive net profits in their semi-annual reports, with 643 companies showing a year-on-year net profit growth rate exceeding 100% [2] - Artificial intelligence emerged as a high-frequency term in the semi-annual reports, indicating strong growth momentum in the technology manufacturing sector driven by technological breakthroughs and product diversification [2] - According to Huatai Securities, the technology sector is expected to continue performing well in September due to concentrated industrial catalysts, despite short-term adjustments reflecting a demand for capital rotation [2]

Group 1 - The A-share market saw all three major indices turn positive after an initial decline, with sectors like CPO and semiconductors leading the gains [1] - The STAR Market AI ETF (588930) rose by 2.31% with a trading volume exceeding 1.2 billion yuan and a turnover rate of nearly 6%, indicating active trading [1] - The STAR Market AI ETF has attracted over 2.8 billion yuan in net inflows recently, totaling more than 5.2 billion yuan over the past three trading days [1] Group 2 - Cambrian Technology's stock price surged to 1464.98 yuan per share, surpassing Kweichow Moutai to become the new "king of stocks," with a market capitalization exceeding 570 billion yuan [2] - Cambrian's half-year report revealed a revenue of 2.881 billion yuan, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, reversing a loss from the previous year [2] - The release of the "AI+" top-level policy by the State Council is expected to positively impact AI application development and strengthen foundational support such as computing power and data [2]

Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index rose by 3.30%, with notable gains from companies like Lexin Technology, which increased by over 17% [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) also saw a rise of 3.28%, with a trading volume exceeding 120 million yuan and a turnover rate of over 7% [1] - The ETF experienced a net inflow of over 110 million yuan yesterday, accumulating over 240 million yuan in the past five days [1] Group 2: Government Policy - The State Council issued an opinion on implementing the "Artificial Intelligence+" initiative, proposing six key actions to accelerate AI integration across various sectors [2] - The six actions include enhancing scientific technology, promoting industrial development, improving consumer quality, enhancing public welfare, advancing governance capabilities, and fostering global cooperation in AI [2] Group 3: Industry Insights - Dongguan Securities highlighted that artificial intelligence is a core driver of growth in the technology sector and a key battleground for global tech competition [3] - The support from national policies is expected to accelerate the adoption of AI in smartphones, PCs, smart connected vehicles, and intelligent robots, benefiting upstream computing power and downstream application companies [3]

Group 1 - The A-share market indices collectively rose on August 25, with the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index increasing by 3.68% [1] - The related ETF, the Sci-Tech Innovation Board Artificial Intelligence ETF, saw a rise of 3.58%, with a turnover rate exceeding 6.5% and a transaction volume surpassing 85 million yuan [1] - The top-performing 20 equity funds over the last three months are all from the AI computing power sector, achieving returns over 70%, with the highest return reaching 111% [1] Group 2 - The consumer electronics sector is expected to continue its recovery from 2025, driven by advancements in AI technology, which will maintain high demand for AI infrastructure [2] - The global AI industry is entering a phase of rapid development, with market size projected to grow from $1.917 trillion in 2019 to $4.7327 trillion in 2023, and expected to exceed $11.6 trillion by 2027 [2] - China's AI industry is forecasted to maintain a compound annual growth rate of 32.1% from 2025 to 2029, with market size expected to surpass 1 trillion yuan by 2029, driven by large models, embodied intelligence, and intelligent driving [2]

Group 1 - The three major indices opened higher on August 14, with the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index rising by 1.4%, driven by significant gains in stocks such as Cambricon Technologies (up 11%) and others like Aerospace Hi-Tech, Yuntian Lifei, Tianzhun Technology, Hengxuan Technology, and Lanke Technology [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) increased by 1.15% with a turnover rate exceeding 5%, indicating active trading at the beginning of the session. Notably, this ETF has achieved three consecutive days of gains as of the close on August 13 [1] - According to Wind Financial Terminal data, the Sci-Tech Innovation Board Artificial Intelligence ETF (588930) saw a net inflow of over 15 million yuan yesterday, accumulating over 67 million yuan in the last five trading days [1] Group 2 - A report from Galaxy Securities suggests focusing on the main track of artificial intelligence, emphasizing three key lines: 1) Core assets in domestic computing power, high-end chips, and foundational large models; 2) Leading companies in overseas infrastructure construction and AI Agent subscription models expected to generate incremental revenue; 3) AI application leaders with monetization capabilities in high-paying scenarios such as AI+ office, AI+ finance, and intelligent connected vehicles, as well as AI+ healthcare leaders [2]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index rose by 1.61% as of the report date, with the related ETF, Sci-Tech Innovation Board Artificial Intelligence ETF (588930), increasing by 1.54% and achieving a trading volume exceeding 50 million yuan [1] - The ETF experienced a net inflow of nearly 35 million yuan in the previous trading day, indicating strong investor interest [1] - The index comprises 30 large-cap stocks from the Sci-Tech Innovation Board that provide foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of representative AI industry companies [1] Group 2 - CITIC Construction Investment pointed out that Physical AI, which integrates AI with physical laws, empowers high-end manufacturing and energy sectors, offering a more accurate understanding of real-world dynamics compared to traditional AI [2] - Physical AI is expected to become the next wave of artificial intelligence development, providing efficient and low-cost intelligent upgrade solutions for industries [2] - Domestic CAE manufacturers are exploring applications of Physical AI in defense and embodied intelligence scenarios, while overseas companies like NVIDIA have already made advancements in robot training and engineering simulation [2]

Group 1 - A-shares showed a positive trend on June 30, with the STAR Market AI ETF (588930) rising by 1.15% and trading volume exceeding 10 million yuan [1] - The ETF has seen a net inflow of over 20 million yuan in the past two days, indicating strong investor interest [1] - The STAR Market AI ETF tracks the CSI STAR Market AI Index, which includes 30 large-cap companies involved in providing resources, technology, and application support for AI [1] Group 2 - Tencent and Alibaba have launched advanced AI models, indicating an acceleration in the competition among major players in the AI sector [2] - There is a shift in active capital from pharmaceuticals and consumer sectors towards technology and finance, with structural opportunities expected to dominate the mid-year reporting season [2] - The resumption of IPOs for technology companies in the third quarter is anticipated to refocus market attention on the tech sector, with AI expected to be a key area for structural opportunities [2] Group 3 - Global supply and demand dynamics are expected to change significantly by 2025, with a focus on AI hardware deployment and domestic demand driving replacement demand [3] - Investment recommendations include four main themes: AI terminals, domestic demand recovery, computing infrastructure, and self-sufficiency in the semiconductor supply chain [3] - Specific areas of interest include AI smartphones and glasses, semiconductor cycle recovery, GPU and server industries, and advanced packaging in the materials sector [3]