科创人工智能ETF(588730)

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科创人工智能ETF(588730)涨3.14%,DeepSeek、寒武纪同步发布相关重要事项
Ge Long Hui· 2025-09-30 07:39
节前最后一个交易日,芯片、科创人工智能板块领涨,澜起科技涨超7%,带动科创人工智能ETF(588730)涨3.14%,盘中净值创历史新高。 科创人工智能ETF跟踪上证科创板人工智能指数,聚焦于AI产业链最核心的算力芯片和智能硬件环节,半导体权重达54.1%,前三大权重股包含寒武纪(16.62%)、澜起科技(10%)和芯原股 得益于精准覆盖"AI芯片+AI应用",资金大幅涌入科创人工智能ETF,近5日资金净流入额1.14亿元,最新规模17.47亿元。 科创人工智能、芯片股上涨,消息面上: 华鑫证券表示,国产AI芯片大时代已经来临,国产AI产业链从上游先进制程到先进封装,到下游字节阿里腾讯的模型加速迭代升级已经实现全产业链打通,坚定看好国产AI算力设施的加速突破 DeepSeek介绍,得益于新模型服务成本的大幅降低,官方API价格也相应下调,新价格即刻生效。在新的价格政策下,开发者调用DeepSeekAPI的成本将降低50%以上。 随后,多家国产芯片厂商宣布完成对DeepSeek-V3.2-Exp的适配。寒武纪发文称:已同步实现对深度求索公司最新模型DeepSeek-V3.2-Exp的适配,并开源大模型推理引擎v ...
2035年AI或将渗透90%以上行业,关注人工智能ETF(159819)和科创人工智能ETF(588730)等投资价值
Mei Ri Jing Ji Xin Wen· 2025-09-19 13:56
人工智能板块走势分化,本周,中证人工智能主题指数上涨0.4%,上证科创板人工智能指数下跌 1.3%。 华为近日发布的《智能世界2035》称,这场以AI为主导的智能革命正在重塑全球经济格局,到2035 年,AI将渗透90%以上行业,创造超过30万亿美元的数字经济价值。 | | 中证人工智能主题指数 | 上证科创板人工智能指数 | | --- | --- | --- | | 本周涨跌幅 | 0. 4% | -1. 3% | | 指数滚动 | 5.0倍 | 17. 3倍 | | 市销率 | | | | 滚动市销率 | 97.5% | 98. 2% | | 书位 | | | | 跟踪该指数 的ETF | 人工智能ETF | 科创人工智能ETF | | | (159819) | (588730) | 篇 上证科创板人工智能指数 覆盖科创板人工智能龙头,由科创板市场中30只市值较大且 业务涉及人工智能基础资源、技术以及应用支持的股票组成, 聚焦算力和应用环节,电子和计算机行业占比超过85%。 同标的指数中规模居第一 低费室(0.15%+0.05%费室) 注:"NO. 1" 标签指截至2025年5月20日,相关ETF规模 ...
芯片、算力板块继续强势,科创人工智能ETF(588730)涨近3%,同类唯一百亿的人工智能ETF(159819)涨超2%
Ge Long Hui A P P· 2025-09-18 08:23
Group 1 - The chip and computing sectors continue to perform strongly, with Cambricon rising nearly 5% and returning above 1500 yuan, while Northern Huachuang, SMIC, and Haiguang Information reached new highs during trading [1] - Huawei's rotating chairman Xu Zhijun emphasized that computing will remain crucial for artificial intelligence, predicting the launch of the Ascend 950PR chip in Q1 2026 [1] - Baidu and Alibaba's recent AI developments have attracted market attention, with Baidu reporting approximately 500 million yuan in revenue from digital human-related businesses in Q2, a 55% quarter-on-quarter increase [1] Group 2 - The Federal Reserve's decision to cut interest rates by 25 basis points is expected to improve liquidity, benefiting the valuation of technology stocks [1] - The Sci-Tech Innovation Artificial Intelligence ETF tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, with a semiconductor weight of 54.1%, and the top three weighted stocks being Cambricon (16.62%), Lattice Semiconductor (10%), and Chipone Technology (8.65%) [1] - The Artificial Intelligence ETF covers the entire AI industry chain, attracting 6.369 billion yuan in inflows this year, with a total size of 22.795 billion yuan, making it the largest in its category and the only one exceeding 10 billion yuan, offering a low-cost and high-liquidity investment tool for AI sector exposure [1]
科创人工智能ETF(588730)强势上涨4.40%,规模、份额均创新高,寒武纪上半年营收大增4300%
Xin Lang Cai Jing· 2025-08-27 03:17
Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector in China, particularly the significant rise in the Sci-Tech Innovation Board AI Index and the corresponding ETF, indicating active market trading and investor interest [1][2] - As of August 27, 2025, the Sci-Tech Innovation Board AI Index (950180) surged by 4.50%, while the Sci-Tech AI ETF (588730) increased by 4.40%, with a trading volume of 2.06 billion yuan, reflecting a vibrant market [1] - The Sci-Tech AI ETF (588730) has seen a weekly increase of 13.42% and reached a new high in scale at 1.478 billion yuan with 1.016 billion shares outstanding, indicating strong investor confidence [1] Group 2 - Tianfeng Securities reports a positive trend in China's AI sector, driven by advancements in domestic model capabilities and a noticeable acceleration in AI application commercialization in the Hong Kong market [2] - The DeepSeek V3.1 version enhances code understanding and task execution capabilities, showcasing the collaborative optimization of the "model + chip + application" paradigm among domestic AI companies [2] - The management fee for the Sci-Tech AI ETF (588730) is 0.50% per year, and the custody fee is 0.10% per year, both of which are relatively low compared to similar products in the industry [2]
机构强调科技是确定性主线,科创人工智能ETF(588730)涨超3%,自6月23日累计涨超44%
Ge Long Hui A P P· 2025-08-25 02:09
Group 1 - The core viewpoint of the article highlights the continued rise of Cambrian, with its stock price surpassing 1300 yuan, leading to significant gains in related ETFs focused on technology and AI sectors [1] - Goldman Sachs raised Cambrian's target price by 50% to 1835 yuan, attributing this increase to higher capital expenditures in China's cloud computing, diversification of chip platforms, and increased R&D investments by Cambrian [1] - The recent liquidity improvement in the market, indicated by the first inflow of active foreign capital into A-shares since last October, is seen as beneficial for technology stock valuations [1] Group 2 - The Sci-Tech 50 ETF, which focuses heavily on hard technology companies, has a significant weight of 60% in the chip and related industries, with a current scale of 69.128 billion yuan and good liquidity [1] - The Sci-Tech AI ETF is centered on the core computing chips and smart hardware segments of the AI industry, with Cambrian as its top holding, accounting for over 10% of the ETF [1] - Dongfang Securities maintains that technology remains a certain mainline investment, observing a narrowing divergence in market views on the tech sector, suggesting that its relative advantages will continue to strengthen [1]
科技龙头持续获资金追捧!重仓AI龙头的科创人工智能ETF(588730)近10日涨超20.8%
Ge Long Hui A P P· 2025-08-22 02:45
Core Viewpoint - The technology sector continues to attract significant investment, with notable stock price increases in key companies such as Cambrian (over 13% rise), Yuntian Lifei (20% limit up), and Chipone (over 9% rise), contributing to a more than 5% increase in the AI-focused ETF (588730) [1] Group 1: Market Performance - The AI-focused ETF (588730) has seen a rise of over 20.8% in the last 10 days and a net inflow of over 250 million yuan in the last 20 days [1] - The ETF primarily focuses on the core segments of the AI industry chain, including computing power chips and smart hardware, with Cambrian as its largest holding, accounting for over 10% of the weight [1] Group 2: Industry Developments - DeepSeek has officially released DeepSeek-V3.1, utilizing the UE8M0FP8Scale parameter precision, which is designed for the upcoming next-generation domestic chips [1] - According to The Information, NVIDIA has ordered a halt to the production of the H20 chip, indicating shifts in the semiconductor landscape [1] Group 3: Strategic Insights - The index distribution of the ETF reflects a strategic focus on the core value chain of artificial intelligence, emphasizing high-weight allocations to semiconductor hard technology, which is critical for national strategic needs [1] - Fangzheng Securities notes that the domestic supply chain is strengthening from AI computing power to manufacturing and packaging, with DeepSeek lowering the hardware threshold for AI, facilitating the widespread deployment of large models [1]
第一权重股寒武纪股价突破千元大关,科创人工智能ETF(588730)翻红飙涨4%,人工智能ETF(159819)单日“吸金”2.8亿元
Ge Long Hui· 2025-08-20 08:23
Group 1 - The core stock Cambricon has surpassed the 1,000 yuan mark, with a significant increase of 8% in its share price, indicating strong market interest in AI-related stocks [1] - The AI ETF (159819) has seen a net inflow of 280 million yuan in a single day, continuing a trend of attracting capital with a total of over 4 billion yuan in inflows this year, making it the largest in its category with a total size of 17.338 billion yuan [1] - The semiconductor sector is experiencing heightened demand due to increased capital expenditures from overseas CSP cloud vendors and TSMC's upward revision of its revenue growth forecast for 2025, reflecting a robust market environment for the semiconductor industry [1] Group 2 - The Sci-Tech Innovation AI ETF (588730) focuses on the core segments of the AI industry chain, particularly computing chips and smart hardware, and has seen a net inflow of 160 million yuan over the past 20 days [2] - The ETF includes leading chip companies such as Cambricon and Chipone Technology, highlighting the importance of these firms in the AI sector [2]
太牛了,疯狂吸金的赛道
Ge Long Hui· 2025-08-19 12:24
Group 1 - The core viewpoint of the article highlights the strong performance of the AI sector in the A-share market, particularly in the context of recent market fluctuations and the overall bullish sentiment in the stock market [1][5][19] - The CPO and AI sectors have shown resilience, with significant gains in stocks like Xinyisheng and Zhongji Xuchuang, driven by favorable policies and strong fundamentals [1][3][6] - The AI ETF (159819) has seen a substantial increase of over 46% since April 9, indicating strong investor interest and inflows into AI-related investments [1][6][23] Group 2 - The article discusses the reasons behind the recent stock price increases, including government initiatives to promote AI integration in manufacturing and upcoming events like the 2025 China Computing Power Conference [3][10] - Strong earnings reports from leading companies, such as Xinyisheng's net profit growth exceeding three times year-on-year, support the bullish outlook for the AI sector [3][18] - The overall market valuation remains reasonable, with the CSI 300 index's dynamic P/E ratio around 12.2, suggesting that the A-share market is still attractive to investors [5][21] Group 3 - The article emphasizes the significant capital expenditure plans of major cloud service providers, with a projected total of $359 billion for AI computing infrastructure by 2025, reflecting a 57% year-on-year increase [10][11] - Domestic telecom operators are also increasing their capital expenditures towards AI computing, with China Mobile planning to invest 373 billion yuan in computing power [12][13] - The demand for optical modules is expected to surge, with global demand projected to exceed 18 million units by 2025, driven by the need for AI training clusters [17][18] Group 4 - The article notes that the current macroeconomic environment, including easing geopolitical tensions and potential interest rate cuts, is favorable for the stock market [19][20] - The A-share market's total market capitalization surpassing 100 trillion yuan is attracting international investment, enhancing the market's global influence [20][21] - The AI sector, particularly in optical modules and computing power, is expected to continue benefiting from ongoing technological advancements and market demand [26]
太牛了!疯狂吸金的赛道
Ge Long Hui· 2025-08-19 11:33
Group 1 - The A-share market is experiencing fluctuations after breaking through the 3700-point mark, but the CPO and artificial intelligence sectors are leading the gains [1][2] - The AI sector has seen significant growth, with the AI ETF (159819) rising over 46% since April 9, and the Sci-Tech AI ETF (588730) increasing over 36% [2] - Strong fundamentals and a booming stock market are the underlying reasons for the current performance, with companies like New Yisheng reporting a net profit growth of over 300% in H1 2025 [5][6] Group 2 - Recent AI-related policy announcements, such as the "AI + Manufacturing" initiative in Shanghai, are stimulating the market [4] - The total market capitalization of A-shares has surpassed 100 trillion yuan, indicating a significant milestone for the market [7] - The current valuation levels of A-shares are still considered reasonable compared to historical data, with the CSI 300 dynamic P/E ratio around 12.2 times [7][26] Group 3 - Major cloud service providers in North America are increasing their capital expenditure plans for AI infrastructure, with a projected total of $359 billion for 2025, a 57% increase year-on-year [14][15] - The demand for optical modules is expected to surge, with global demand for 800G optical modules projected to exceed 18 million units by 2025 [22] - The optical module industry is anticipated to maintain high growth in earnings per share (EPS), with projections of doubling by 2025 and over 50% growth in 2026 [23] Group 4 - The macroeconomic environment is improving, with factors such as easing geopolitical tensions and potential interest rate cuts contributing to a bullish market sentiment [25] - The influx of international capital into the A-share market is expected to enhance the market's attractiveness and deepen the connection between Chinese companies and global investors [25][27] - The AI sector, including optical modules, chips, and cloud computing, is likely to continue benefiting from the ongoing AI revolution, with sustained investment opportunities [30]
科创人工智能ETF(588730)、人工智能ETF(159819)继续上攻!《上海市加快推动“AI+制造”发展的实施方案》发布
Ge Long Hui A P P· 2025-08-19 03:21
Group 1 - The A-share market is experiencing fluctuations, with the CPO and artificial intelligence sectors leading the gains, including significant increases in stocks like Chipone Technology (over 16%) and NewEase (over 4%) [1] - The implementation plan for "AI + Manufacturing" in Shanghai aims to integrate AI technology deeply with the manufacturing sector, accelerating new industrialization and forming new productive forces [1] - The upcoming China Computing Power Conference from August 22 to 24 in Datong, Shanxi, will showcase the latest achievements in the computing power field, including policies, core hardware, infrastructure, and key technologies [1] Group 2 - The artificial intelligence ETF (159819) covers the entire AI industry chain, attracting over 1.2 billion yuan in the last two trading days and a total of 4.677 billion yuan this year, with a current size of 16.948 billion yuan, making it the largest in its category [2] - The management fee for the AI ETF is 0.15% and the custody fee is 0.05%, providing a low-cost and high-liquidity tool for investors to enter the AI sector [2] - The Sci-Tech Innovation AI ETF (588730) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, focusing on core areas of the AI industry chain, including companies like Cambricon, Lattice Technology, and Chipone Technology [2]