Core Insights - Volkswagen Group is intensifying its commitment to the Chinese market through its "In China, For China" strategy, focusing on smart and connected vehicle transformation [1][4][10] - The establishment of a joint venture with Horizon Robotics, CARIZON, marks a significant step towards independent research and development of system-on-chip (SoC) technology in China [1][8] - The company is transitioning from a focus on electrification to a more comprehensive approach that includes smart technology, with plans to deliver over 20 electric smart models by 2027 [10][12] Group 1: Strategic Developments - Volkswagen's board members are actively engaged in discussions to deepen the "In China, For China" strategy, showcasing their commitment during the China International Import Expo [1][4] - The management's long-term commitment is reflected in the three-year contract extension for CEO Berndt, who has been pivotal in navigating the rapidly changing Chinese automotive market [3][5] - The company is restructuring its business model to adapt to the evolving market, with a focus on local R&D and collaboration with both traditional partners and new tech firms [5][6] Group 2: Technological Advancements - The new SoC chip developed in partnership with Horizon Robotics is designed to handle complex driving scenarios in China, with processing capabilities of 500 to 700 TOPS [8] - Volkswagen's R&D center in Hefei has become the largest outside Germany, employing over 3,000 engineers to accelerate the development of smart vehicles [5][6] - The company is also collaborating with XPeng Motors to enhance its electronic and electrical architecture, achieving significant reductions in development time and costs [9] Group 3: Market Positioning - Volkswagen is entering the "delivery phase" of its smart transformation, with a clear roadmap for the rollout of new models equipped with advanced driving assistance systems [10][12] - The focus is shifting from price competition to value competition, emphasizing the importance of technology and user experience in the automotive market [12][13] - The company is committed to adapting to new regulations and safety standards set by the Chinese government, ensuring that quality and safety remain paramount in its product offerings [13]

近来，人工智能掀起的浪潮，比盛夏酷暑更炽烈地灼烧着时代神经。 本轮A股行情中，科技板块仍是市场中最为璀璨的星辰。Wind数据显示，截至9月16日，科技TMT指数同期涨 幅高达105.77%，上证科创板人工智能指数近一年更是狂飙171.79%。9月1日，该指数还强势突破历史峰值， 创下基日以来新高。 时至今日，人工智能早已跳出单纯的技术议题范畴，蜕变为大国战略竞争的核心战场。资本市场的反应，也逐 渐超越对短期热点的追逐，转而以更长远的视野，拥抱这场注定重构经济肌理与文明形态的深刻革命。 在此背景下，如何精准卡位中国人工智能产业的核心增长极，成为投资者必须直面的关键命题。银华上证科创 板人工智能ETF（588930），恰是回应这一命题的精准落子。它所紧密跟踪的上证科创板人工智能指数，径直 锚定中国AI发展的核心基础设施与头部队列：它们不仅是产业的领跑者，更是国家战略中打通技术堵点、实 现自主可控的重要力量。 置身于此，便不再是观望者，而是直接站在了人工智能革命第一线的"主战场"中央，与中国AI的核心力量并肩 前行。 拐点前夜 毫无疑问，人工智能的时代巨幕，正以前所未有的速度升起。这不再只是一轮简单的题材行情，而是 ...