截至2025年8月28日 09:36，上证科创板人工智能指数(950180)强势上涨1.38%，成分股中科星图(688568)上涨4.57%，复旦微电(688385)上涨4.39%，恒玄科技 (688608)上涨3.10%，道通科技(688208)，晶晨股份(688099)等个股跟涨。科创AIETF(588790)上涨1.10%，最新价报0.83元。拉长时间看，截至2025年8月27 日，科创AIETF近1周累计上涨12.04%。 流动性方面，科创AIETF盘中换手1.6%，成交1.25亿元。拉长时间看，截至8月27日，科创AIETF近1周日均成交11.23亿元，排名可比基金第一。 消息面上，据报道，今年以来，浙江、天津、广西、河南、安徽等多地政府出台政策，支持人工智能产业生态发展，并成立人工智能产业基金，加大对人工 智能领域的融资支持力度，为AI+"破局"提供资金，助力企业打通场景建设落地"最后一公里"。 8月26日，国务院发布《国务院关于深入实施"人工智能+"行动的意见》，成为继2015年"互联网+"后又一顶层政策，人工智能已成为国家战略发展方向。 中邮证券认为，"意见"提出的八方面基础支撑（包括AI软硬 ...

Core Insights - The article highlights the significant rise of the AI sector in China, driven by government policies and strong market performance of AI-related stocks and ETFs [4][5][6]. Group 1: Market Performance - The Shanghai Stock Exchange's Sci-Tech Innovation Board AI Index (950180) surged by 4.36%, with notable gains from stocks like Lexin Technology (688018) up 16.52% and Yuntian Lifeng (688343) up 15.23% [3]. - The Sci-Tech AI ETF (588790) increased by 4.40%, reaching a latest price of 0.83 yuan, and has seen a cumulative rise of 13.41% over the past week [3]. - The trading volume for the Sci-Tech AI ETF was active, with a turnover rate of 18.61% and a total transaction value of 1.392 billion yuan [3]. Group 2: Government Initiatives - The State Council issued an opinion on the "Artificial Intelligence+" initiative, aiming to integrate AI across six key sectors, including technology, industry, and governance [4][5]. - The initiative sets ambitious targets for AI application penetration, aiming for over 70% by 2027 and over 90% by 2030 [5][6]. Group 3: Company Performance - Cambricon Technologies, the largest weight in the AI ETF, reported a second-quarter revenue of 1.769 billion yuan and a net profit of 683 million yuan, with a year-on-year revenue growth of 4347.82% for the first half of 2025 [4][5]. Group 4: ETF Insights - The Sci-Tech AI ETF is the largest product tracking the AI index, with significant growth in both scale and shares, increasing by 417 million yuan and 48 million shares respectively over the past week [8]. - The ETF has shown strong performance metrics, with a net value increase of 17.78% over the past six months and a historical holding probability of 100% for six months [9]. Group 5: Tracking Accuracy - The Sci-Tech AI ETF has the highest tracking accuracy among comparable funds, with a tracking error of just 0.011% [11]. - The index comprises 30 major companies in the AI sector, with the top ten stocks accounting for 67.36% of the index [11].