消息方面，2024年人工智能消费级硬件市场规模突破1.17万亿元，同比增速约10%，远高于总社会消费 增速3.4%。随着政策与市场协同发力，我国持续开拓人工智能消费场景。预计AI+产品消费硬件及场景 的消费增速会持续超过10%，市场规模在2030年会突破2.5万亿元。 国泰海通证券指出，算力芯片自主可控是必然发展趋势，英伟达芯片安全漏洞将加速国内云厂商适配国 产算力芯片，国产替代未来可期。中信建投也认为，随着近期GPT-5、Grok4、Genie3的陆续发布，大 模型迭代提速，且准确率提升、成本降低，预计将加速AI应用的爆发，商业化也有望提速，帮助互联 网大厂形成AI投入到商业变现的闭环，建议持续关注算力基础设施与AI应用等环节。 创业50ETF（159682）跟踪创业板50指数，行业配置包括制造业、金融业、信息传输、软件和技术服务 业。截至6月30日，跟踪指数成分股包括宁德时代、东方财富、汇川技术、阳光电源等。该ETF还配置 了场外联接基金：联接A（017949）、联接C（017950）。 8月13日，创业板指拉升涨逾3%，算力硬件、半导体芯片等方向涨幅居前。 （文章来源：每日经济新闻） ETF方面，午后开 ...

Core Points - The article discusses the performance of the Chuangye 50 ETF (159682) as of August 6, noting a slight increase of 0.29% to a price of 1.029 yuan with a trading volume of 39.1057 million yuan [1] - The major holdings of the Chuangye 50 ETF include companies like Ningde Times, Dongfang Wealth, and Huichuan Technology, with varying performance among these stocks [1] - The fund's performance benchmark is the return rate of the ChiNext 50 Index, managed by Invesco Great Wall Fund Management Co., with a return of 2.60% since its inception on December 23, 2022, and a return of 9.00% over the past month [1] Company Performance - Ningde Times experienced a slight decline of 0.08%, while Dongfang Wealth fell by 0.21% [1] - Huichuan Technology saw an increase of 2.50%, and other notable gainers included Xinyisheng with a rise of 1.61% and Yangguang Electric with an increase of 1.01% [1] - The overall performance of the ETF reflects mixed results among its top holdings, indicating varying market conditions for these companies [1]