科创人工智能ETF华夏(589010)

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第二大权重股澜起科技领涨6.65%!科创人工智能ETF华夏(589010)高位震荡涨幅超2%!
Mei Ri Jing Ji Xin Wen· 2025-09-24 07:12
Group 1 - The semiconductor industry chain is experiencing a significant market surge, with the AI-focused ETF Huaxia (589010) rising by 2.23% and reaching a peak increase of over 3.5% during the trading session [1] - Among the ETF's holdings, 90% of the constituent stocks are rising, with the second-largest weight, Lianqi Technology, leading with a 6.65% increase [1] - The trading volume is active, exceeding 91 million yuan, indicating a robust market liquidity [1] Group 2 - Omdia's latest report highlights rapid growth in the AI data center chip market, with projected GPU and AI accelerator shipment values reaching $123 billion in 2024, $207 billion in 2025, and $286 billion by 2030 [2] - The annual growth rate from 2022 to 2024 is expected to exceed 250%, but a slowdown to approximately 67% is anticipated from 2024 to 2025 [2] - AI infrastructure spending is projected to peak in 2026, with nearly all incremental spending driven by AI [2]
微软豪掷70余亿美元打造世界最强AI数据中心!科创人工智能ETF华夏(589010)今日回调蓄势
Xin Lang Cai Jing· 2025-09-19 06:51
今日截至14:00,沪指午后小幅跳水翻绿,科创人工智能ETF华夏(589010)下跌2.11%,早盘曾几度拉 红,午后受到大盘映射震荡下行。当前跌落五日均线,但仍然位居十日均线和二十日均线之上,整固蓄 势洗盘吸筹。持仓股方面,成分股普遍下跌,寒武纪领跌5.29%,虹软科技下跌4.31%,云天励飞、天 准科技、奥普特等跌幅超3%。流动性方面,盘中成交总额超6800万元,市场交投活跃,流动性释放充 沛。 长江证券表示,xAI推出Grok-4 Fast,系Grok-4高速推理版本,为当前旗下最快AI模型,生成速度达每 秒75 tokens,比标准版快10倍。根据用户反馈,响应速度最高达标准版的10倍。当前向付费用户推送早 期访问版,限Super Grok和X Premium+订阅者使用。我们认为,速度优先的设计使其适用于追求即时效 果的场景,交互效率与用户体验显著提升,预计有望进一步集成到开发工具和移动端中,缩短AI应用 商业化落地周期。 科创人工智能ETF华夏(589010)紧密跟踪上证科创板人工智能指数,覆盖全产业链优质企业,兼具高研 发投入与政策红利支持,20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 ...
华为发布智能世界2035十大技术趋势!科创人工智能ETF华夏(589010)低开高走,红盘向上!
Sou Hu Cai Jing· 2025-09-17 02:21
Group 1 - The core viewpoint of the news highlights the positive performance of the AI-focused ETF, with a 0.75% increase and significant trading activity, indicating a strong market interest in AI-related stocks [1][2] - Key stocks within the ETF include Stone Technology, which rose by 5.93%, Lingyun Optics with a 4.58% increase, and Sikan Technology up by 3.69%, showcasing the strong performance of leading companies in the AI sector [1] - The overall trading volume exceeded 21 million yuan, reflecting active market participation and robust liquidity [1] Group 2 - Huawei's announcement on September 16 outlines ten major technological trends for an intelligent world by 2035, predicting a 100,000-fold increase in total computing power and significant innovations in computing architecture and paradigms [1] - According to招商证券, both domestic and international demand for computing power remains high, with global AI infrastructure spending continuing at elevated levels, as evidenced by Nvidia's FY26Q2 performance meeting expectations [1] - Domestic computing companies are expected to continue delivering strong results, with recent developments such as Cambrian's capital increase approval and Haiguang's acquisition progress indicating confidence in future performance [1]
全球人形机器人巨头Figure融资超10亿美元;OpenAI发布GPT-5-Codex!
Mei Ri Jing Ji Xin Wen· 2025-09-17 02:18
Group 1: Market Performance - The robotics sector experienced a significant surge on September 16, with the Robotics ETF (562500) rising by 3.75%, reaching a historical high net value of 1.082 [1] - Among the 73 constituent stocks, 69 saw gains, with Jiangsu Leili (300660) leading at a 14.16% increase, marking a historical high [1] - The total trading volume for the day reached 2.568 billion yuan, with the Robotics ETF attracting 416 million yuan in a single day [1] Group 2: Funding and Valuation - AI robotics startup Figure announced the completion of a Series C funding round, securing over 1 billion USD in commitments, resulting in a post-money valuation of 39 billion USD [2] - The funding will support the scaling of Figure's AI platform Helix and BotQ manufacturing system, as well as the development of new GPU infrastructure [2] Group 3: Technological Developments - OpenAI launched the GPT-5-Codex model, designed for software engineering optimization, featuring a dynamic time allocation system that can extend task processing times from seconds to 7 hours based on complexity [2] - Tencent Cloud has fully adapted to mainstream domestic chips, focusing on software and hardware optimization for AI computing power [2] Group 4: Industry Insights - Open Source Securities highlighted three core developments in AI terminals: hardware improvements with SoC integration, energy efficiency advancements, and the diversification of AI terminal forms [3] - The Robotics ETF (562500) is noted as the largest and most liquid ETF in the market, providing comprehensive coverage of the Chinese robotics industry [4] - The Sci-Tech Innovation AI ETF (Hua Xia, 589010) is positioned to capture significant moments in the AI industry with its 20% price fluctuation range [4]
谷歌Gemini下载量超ChatGPT,登顶美区AppStore免费榜!科创人工智能ETF华夏(589010)上扬近1%!
Mei Ri Jing Ji Xin Wen· 2025-09-16 05:14
Group 1 - AI computing power and hardware stocks are mostly rising, with significant gains in GPU, liquid cooling servers, and copper-clad board indices [1] - The AI-focused ETF, Huaxia (589010), increased by 0.96%, with a peak intraday gain of 1.60%, indicating a volatile trading pattern [1] - Among the 30 constituent stocks, 25 saw an increase, with leading gains from Xinghuan Technology at 5.44%, Obsidian Technology at 4.67%, and Foxit Software at 4.42% [1] Group 2 - The rapid development of generative AI and the iteration of AI large models have created substantial demand for computing power in data centers [2] - The outlook for annual demand in the data center market is optimistic, driven by ongoing construction of data centers both domestically and internationally [2] - The Huaxia AI ETF closely tracks the Shanghai Stock Exchange's AI index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]
智平方拿下5亿元具身智能机器人大单;支付宝宣布推出国内首个“AI付”!
Mei Ri Jing Ji Xin Wen· 2025-09-12 00:58
【市场复盘】 9月11日,A股放量大涨,沪指收涨1.65%逼近前期高点,科技成长板块再度起航,AI产业链全线爆发, 光模块、覆铜板、等概念指数领涨市场。科创人工智能ETF华夏(589010)收涨4.27%,盘中强势上攻, 最大涨幅一度达4.78%,当前一举突破十日均线,位居所有均线之上趋势向好,有望迎来二波浪潮。持 仓股方面,超九成成分股收红,星环科技午后暴拉领涨17.17%,第一大权重股寒武纪再度发威大涨 8.96%,恒玄科技、云天励飞、乐鑫科技均上涨超6%。机器人ETF(562500)收涨2.85%,盘面呈现低开高 走姿态,继盘初水下翻红后持续上攻,之后高位震荡吸纳筹码,尾盘再度上扬刷新日内新高。持仓股方 面,大族激光(002008)、新时达(002527)联袂收获10%涨停板,南网科技上涨8.62%,江苏北人上 涨7.60%。流动性方面,当日成交总额达19.97亿元,量能显著放大,市场交投火爆,大量资金顺势上车 扶摇乘风好去,机器人ETF单日"吸金"2.03亿元,远超市场其他机器人主题ETF;拉长时间线看,近10 个交易日有8日获资金净流入,共"吸金"12.04亿元。 【热点要闻】 科创人工智能ETF华 ...
AI产业链全线反弹!科创人工智能ETF华夏(589010)放量上涨超2%!
Mei Ri Jing Ji Xin Wen· 2025-09-10 05:45
Group 1 - The AI industry chain is experiencing a comprehensive rebound, with significant gains in concept indices related to optical modules, servers, and AI computing power, as evidenced by the 2.24% increase in the Huaxia AI ETF (589010) [1] - Key stocks leading the gains include Lanke Technology, which rose by 6.85%, and Lingyun Light, which increased by 5.52%, with several others like Jingchen Co., Optics Valley, and Cambrian also seeing over 4% increases [1] - Trading volume exceeded 66 million, surpassing the total trading amount of the previous day, indicating a robust market with active capital inflow [1] Group 2 - Guohai Securities reports that the AI-driven PCB industry is entering a growth cycle, with expectations for both volume and price increases due to accelerated AI applications and strong demand from consumer electronics, 5G, and servers [2] - The PCB industry, particularly HDI and 18+ layer multilayer boards, is set to benefit from the rapid growth in demand driven by 5G and AI server applications [2] - The Huaxia AI ETF (589010) closely tracks the Shanghai Stock Exchange's AI index, covering high-quality enterprises across the entire industry chain, supported by high R&D investment and favorable policies [2]
机构认为“AI+”有望开启下一个黄金十年!科创人工智能ETF华夏(589010)成长逻辑向好,无惧短线调整!
Mei Ri Jing Ji Xin Wen· 2025-08-29 07:54
Core Viewpoint - The AI industry chain is experiencing a general pullback, but the long-term growth logic remains intact, indicating potential investment opportunities despite short-term fluctuations [1]. Group 1: Market Performance - The AI-focused ETF, Huaxia (589010), has decreased by 2.60% but remains above its five-day moving average, reflecting strong long-term growth potential [1]. - Key holdings include Aerospace Hongtu, which rose by 18.79%, while Hengxuan Technology, Cambricon, and others saw declines of 7.15%, 6.29%, and over 4% respectively [1]. - The market's trading volume exceeded 67 million yuan, indicating active trading, with a net inflow of 32.4 million yuan yesterday and a total of 119 million yuan over the past five trading days [1]. Group 2: Policy and Industry Outlook - The National Development and Reform Commission plans to enhance coordination in implementing the "AI+" initiative, focusing on regional characteristics and avoiding chaotic competition [1]. - Huazhong Securities anticipates that the introduction of significant top-level design for the AI industry could lead to a "golden decade" for "AI+" [1]. - The integration of computing infrastructure, AI software, and smart terminals is expected to strengthen, with increased capital expenditure from major companies and enhanced fiscal support likely accelerating infrastructure development [1].
新一代中国操作系统银河麒麟V11正式发布!科创人工智能ETF华夏(589010)单日“吸金”近3千万元!
Mei Ri Jing Ji Xin Wen· 2025-08-26 06:38
Group 1 - The Shanghai Composite Index turned positive today, with the AI ETF Huaxia (589010) down 0.91%, narrowing its intraday maximum decline of 2.73%, indicating a potential consolidation phase for future gains [1] - Aerospace Hongtu surged by 16.26%, with a five-day increase of 59.43%, while Chip Origin fell by 9.56%, Tianzhun Technology dropped by 7.33%, and Yuntian Lifei decreased by 5.82% [1] - The trading volume exceeded 280 million yuan during the session, reflecting active market participation, with an additional 28.53 million yuan of funds flowing in yesterday [1] Group 2 - The new generation Chinese operating system, Galaxy Kirin OS V11, was officially launched on August 26, 2025, featuring a new Rock Solid architecture that significantly enhances user experience, security, and ecosystem richness [1] - Galaxy Kirin is the first domestic operating system to surpass one million ecosystems, achieving full compatibility with mainstream domestic CPUs, GPUs, and boards, thus establishing a complete domestic ecosystem [1] - Longcheng Securities believes that the ongoing global AI wave is accelerating the demand for computing power, which will lead to a sustained increase in domestic computing power needs and investment opportunities in domestic computing autonomy [1]
Rokid今日开启海外众筹!科创人工智能ETF华夏(589010)回调提供逢跌买入良机!
Mei Ri Jing Ji Xin Wen· 2025-08-26 03:01
Group 1 - The core viewpoint is that the AI industry is experiencing a positive trend, with the AI-themed ETF showing resilience despite a slight market pullback, indicating a potential buying opportunity [1][2] - The AI-themed ETF, Huaxia (589010), is closely tracking the Shanghai Stock Exchange's AI index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2] - The market is active with a trading volume exceeding 18 million yuan and a net inflow of nearly 30 million yuan yesterday, reflecting strong investor interest [1] Group 2 - Rokid is set to launch its overseas glasses on August 26 in New York, with expectations that the crowdfunding campaign will break records for AI glasses [1] - The domestic version of Rokid Glasses is expected to be available for sale and shipment in September, with the domestic launch occurring on the same day as the overseas event [1] - The AI industry is seeing strong performance in the second half of the year, particularly in hardware, consumer exports, enterprise services, and privatization opportunities [2]