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阿里华为双双押注AI“超节点”, 科创人工智能ETF华夏(589010)涨超3.6%,成分股芯原股份拉升超12%!
Mei Ri Jing Ji Xin Wen· 2025-10-09 06:40
国信证券认为,OpenAI与英伟达的意向书展示了科技巨头对AI基建的大规模投入,英伟达GPU的支 持,有望加速OpenAI的大模型的进化,大模型也反向推高了算力需求,反映了当前AI驱动下云基础设 施需求持续旺盛,我们认为AI算力仍然是需求确定性高增长的投资主线 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"。 截至2025年10月9日 13点28分,上证科创板人工智能指数强势上涨3.71%,成分股芯原股份上涨 14.21%,恒玄科技上涨7.31%,合合信息上涨6.52%,萤石网络,澜起科技等个股跟涨。科创人工智能 ETF华夏(589010)上涨3.61%, 冲击3连涨。最新价报1.61元。流动性方面,科创人工智能ETF (589010)华夏盘中换手12.78%,成交9715.06万元,市场交投活跃。规模方面,科创人工智能ETF华 夏(589010)最新规模达7.40亿元,创成立以来新高。份额方面,科创人工智能ETF华夏(589010)最 新份额达4.77亿份,创成立以来新高。从资金 ...
AI与机器人盘前速递丨Meta推出AI视频生成平台Vibes;工博会机器人展馆500+品牌共赴科技盛宴!
Mei Ri Jing Ji Xin Wen· 2025-09-26 03:34
Market Overview - AI concept stocks have resumed their upward trend, with the server concept index leading the market. The Huaxia Sci-Tech AI ETF (589010) rose by 1.59%, showing strong performance throughout the day [1] - The total trading volume reached 771,000 hands, with a net inflow of funds amounting to 27.63 million yuan, marking a historical high in scale at 327 million yuan [1] - The Robot ETF (562500) saw a daily increase of 0.36%, with significant inflows of 555 million yuan, surpassing similar funds and achieving a new historical high in scale at 21.89 billion yuan [1] Key Developments - Meta has integrated the AI video creation platform Vibes into its Meta AI application, allowing users to create, discover, and share short video content [2] - The 25th China International Industrial Expo is currently ongoing, showcasing over 500 international brands in the robotics sector, including ABB and Fanuc, alongside domestic leaders like Siasun and KUKA [2] - IDC forecasts that global AI IT investment will reach $315.9 billion in 2024, with a compound annual growth rate (CAGR) of 31.9% expected to grow to $1.2619 trillion by 2029 [2] Industry Insights - The humanoid robot industry is entering a phase of diverse development, with a clear trend towards industrial applications. Commercialization of humanoid robots is anticipated, prompting attention to domestic component manufacturers [3] - The Robot ETF (562500) is noted as the only fund exceeding 20 billion yuan in scale, providing comprehensive coverage of the Chinese robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) is positioned to capture significant moments in the AI industry, with a focus on small and mid-cap stocks [4]
英伟达拟向OpenAI投资至多1000亿美元;智元斩获业内首张人形机器人数据集CR认证!
Mei Ri Jing Ji Xin Wen· 2025-09-23 03:11
Market Overview - On September 22, the AI and robotics sectors showed strong performance, with the Moer Thread concept index leading the market. Key areas of activity included GPU, memory, and AI computing power. The Huaxia Sci-Tech AI ETF (589010) surged by 3.81%, breaking through the five-day moving average with strong growth momentum. The total trading volume reached 889,600 lots, a four-month high [1] - Among the holdings, the third-largest weighted stock, Chip Origin Technology, led with a 17.34% increase. Other notable performers included Amlogic, which rose by 9.45%, and Espressif Systems, which increased by 8.18%. The Robotics ETF (562500) closed up 1.69%, with significant fluctuations during the day [1] - The liquidity for the Robotics ETF saw a net inflow of 56.52 million yuan, with 9 out of the last 10 trading days recording net inflows, totaling 1.809 billion yuan [1] Key Developments - OpenAI and NVIDIA announced an intention to establish a partnership, with NVIDIA planning to invest up to $100 billion to support data center and related infrastructure development. This collaboration aims to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure, with the first systems expected to be deployed in the second half of 2026 [2] - Zhiyuan Robotics recently received the first CR certification for humanoid robot datasets in the industry, marking a significant step in the standardization and quality evaluation of humanoid robot datasets in China [2] - LG Chem announced the establishment of a robotics automation laboratory at its research institute in Daejeon, South Korea, aimed at enhancing the competitiveness of next-generation battery materials through automated analysis of raw materials [3] Institutional Insights - China Galaxy Securities expressed optimism about the computing power sector, indicating it remains in a performance realization phase with relatively moderate valuation levels. The firm continues to favor PCB, domestic computing power, and IP licensing related to computing power for the second half of the year [4] Popular ETFs - The Robotics ETF (562500) is noted as the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Huaxia Sci-Tech AI ETF (589010) is characterized as the "brain" of robotics, with a 20% fluctuation limit and small-cap elasticity, aimed at capturing pivotal moments in the AI industry [5]
OpenAI与立讯精密达成硬件制造协议!科创人工智能ETF华夏(589010)阳线反包飙涨超2%!
Mei Ri Jing Ji Xin Wen· 2025-09-22 05:06
今日截至9点47分,科创人工智能ETF华夏(589010)上涨2.15%,盘初迅速拉升,阳线反包开启进 攻行情。持仓股方面,30只成分股中有26只飘红,乐鑫科技领涨7.48%,恒玄科技上涨6.91%,芯原股 份上涨6.71%,晶晨股份、云天励飞等跟涨。流动性方面,盘中成交总额超3200万元,量能显著放大, 流动性加持下市场交投火爆。 消息方面,立讯精密已获得至少一款OpenAI设备的组装合同。此外,OpenAI还与组装AirPods、 HomePods和AppleWatch的歌尔股份接洽,希望为其未来产品供应扬声器模块等组件。据知情人士透 露,OpenAI计划的产品包括类似无显示屏智能音箱,还考虑开发眼镜、数字录音笔和可穿戴胸针等产 品,首批设备的发布时间定在2026年末或2027年初。 华泰证券表示,OpenAI正与供应商讨论制造多款硬件产品,包括无显示屏的智能音箱、可穿戴徽 章(类似AI pin)、眼镜、数字录音笔等一系列产品,国内产业链公司包括立讯精密、歌尔股份均有所 对接。硬件是OpenAI"核心AI订阅+开源端侧生态"布局中的重要一环,而目前大部分硬件的量产仍需依 赖中国供应商全球布局的生产资源。看 ...
麒麟芯片正式“回归”,科创人工智能ETF华夏(589010)止跌企稳,红盘向上
Mei Ri Jing Ji Xin Wen· 2025-09-07 06:47
Group 1 - The Shanghai Composite Index fell by 0.31%, while the AI-focused ETF, Huaxia (589010), rose by 0.38%, indicating a potential shift in investor sentiment towards AI-related investments after a significant pullback in the previous three trading days [1] - Semiconductor companies in A-shares have shown continuous revenue growth for eight consecutive quarters, with improvements in gross and net profit margins in Q2 2025 [1] - Major global analog chip leaders, TI and ADI, believe that the analog chip market is entering a cyclical recovery phase, particularly in the industrial sector [1] Group 2 - Huawei's new Mate XTs foldable smartphone features the Kirin 9020 chip and HarmonyOS 5.0, achieving a 36% performance improvement through vertical integration of software and hardware [1] - The domestic semiconductor industry is experiencing a significant increase in demand for analog chips, with companies like SMIC and Huahong Semiconductor noting a shift towards replacing overseas market shares [1] - The Huaxia AI ETF closely tracks the Shanghai Stock Exchange's AI index, covering high-quality companies across the entire industry chain, benefiting from high R&D investment and policy support [2]
AI助力机器人产业突破,人工智能AIETF(515070)持仓股中际旭创大涨超11%
Mei Ri Jing Ji Xin Wen· 2025-09-05 06:52
Group 1 - A-shares experienced a strong rebound in the afternoon, with the ChiNext Index rising by 6%, and companies like Zhongji Xuchuang and Xinyi Sheng both increasing by over 12% [1] - The AI ETF (515070) surged over 5.6% during trading, with significant gains from companies such as Jingsheng Electronics, Xiechuang Data, Cambricon, and Lanke Technology [1] - The trading volume of the AI ETF exceeded 470 million yuan, and its fund size surpassed 8 billion yuan [1] Group 2 - Yushu Technology announced plans to submit an IPO application to the stock exchange between October and December 2025, with sales from quadruped robots, humanoid robots, and component products expected to account for approximately 65%, 30%, and 5% of revenue, respectively, in 2024 [1] - Guotai Junan believes that the AI-driven semiconductor cycle recovery is resonating with new demand, highlighting unprecedented needs for high-performance GPUs, HBM storage, and advanced packaging, which are becoming significant demand drivers beyond mobile phones and PCs [1] - The traditional chip inventory destocking is nearing completion, and the synergy between AI and the recovery of traditional demand in consumer electronics, automotive, and industrial sectors is driving the semiconductor industry into a new prosperity cycle [1] Group 3 - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and applications for artificial intelligence, focusing on the midstream and upstream of the AI industry chain [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Cambricon-U, Zhongke Shuguang, Keda Xunfei, Hoya Group, Hikvision, Lanke Technology, Kingsoft, and Unisplendour [2] Group 4 - Related products include the AI ETF (515070), the ChiNext AI ETF from Huaxia (159381), and the Sci-Tech Innovation AI ETF from Huaxia (589010) [3]
热门股票中际旭创、新易盛大涨,人工智能AIETF(515070)盘中大涨超5.6%
Xin Lang Cai Jing· 2025-09-05 06:49
Core Viewpoint - The A-share market experienced a strong rebound, particularly in the ChiNext index, which surged by 6%, driven by significant gains in technology stocks related to artificial intelligence (AI) [1] Group 1: Market Performance - The ChiNext index rose by 6%, with Shenghong Technology hitting a 20% limit up, marking a new historical high [1] - Zhongji Xuchuang and Xinyi Sheng both increased by over 12% [1] - The AI ETF (515070) saw an intraday increase of over 5.6%, indicating strong investor interest in AI-related stocks [1] Group 2: AI ETF and Industry Focus - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713) and includes stocks that provide technology, basic resources, and applications in the AI sector [2] - The top ten weighted stocks in the AI ETF include major domestic technology leaders such as Zhongji Xuchuang, Xinyi Sheng, and Hanwha Technology [2] Group 3: Government Initiatives and Industry Outlook - The Shanghai Municipal Economic and Information Commission announced a notification to implement the national "Artificial Intelligence +" action plan, focusing on project applications for 2025 [1] - By the end of 2027, the goal is to establish at least 10 public service platforms for industrial innovation and achieve breakthroughs in at least 100 core technologies [1] - CITIC Construction Investment believes that the current AI user penetration rate is still low, and the development of large models is in its early to mid-stages, indicating a long industrialization cycle ahead [1]
AR眼镜成新风潮,人工智能AIETF(515070)盘中大涨超4.6%,持仓股均胜电子涨停
Mei Ri Jing Ji Xin Wen· 2025-09-05 06:44
Core Insights - The A-share market saw a significant rebound in the afternoon, with the Shanghai Composite Index rising over 1% and the ChiNext Index increasing over 5%, driven by sectors such as new energy, chips, robotics, and artificial intelligence [1] - The AI ETF (515070) experienced a surge of over 4% during trading, with notable performances from constituent stocks like Xinyiseng, which rose over 11%, and others such as Jingsheng Electronics hitting the daily limit [1] - According to a report by TrendForce, global AR device shipments are expected to reach 600,000 units by 2025 and 32.1 million units by 2030, driven by the launch of AR glasses prototypes from international brands and a decrease in OLEDoS product prices [1] - Huachuang Securities noted that while many AI sectors are projected to have negative net profit growth in 2024, this year has seen a positive performance in areas such as AI computing power, drones, and humanoid robots [1] Company and Industry Summary - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, foundational resources, and applications in the AI sector, often referred to as the "brain" creators of robotics and the "ground" of the Internet of Everything [2] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyiseng, Cambricon Technologies, and others [2] - Related products in the AI sector include the AI ETF (515070), the ChiNext AI ETF from Huaxia (159381), and the Sci-Tech Innovation AI ETF from Huaxia (589010) [3]
固态电池助力机器人产业发展,人工智能AIETF(515070)持仓股石头科技大涨超3%
Mei Ri Jing Ji Xin Wen· 2025-09-05 06:39
Group 1 - A-shares saw a rebound in afternoon trading, with sectors such as new energy, chips, robotics, and artificial intelligence experiencing significant gains. The AI ETF (515070) surged over 4% during trading, with its constituent stock, New Yisheng, rising over 11% [1] - The AI ETF recorded a trading volume exceeding 400 million yuan during the session [1] - EVE Energy announced the official unveiling of its solid-state battery production base in Chengdu, which will have an annual production capacity of nearly 500,000 cells upon full operation. The first phase is expected to be completed by December 2025, with a capacity for 60Ah battery manufacturing [1] Group 2 - The "Longquan No. 2" solid-state battery, which has a high energy density of 300Wh/kg and a volume energy density of 700Wh/L, is primarily aimed at high-end applications such as humanoid robots, low-altitude aircraft, and AI [1] - CITIC Securities reported that A-share earnings have reached a confirmation turning point, entering a mild recovery phase, with significant structural differentiation highlighting a rapid shift in new and old driving forces [1] - The market is leaning towards growth, with technology manufacturing becoming a core engine driven by the AI cycle, while midstream manufacturing benefits from cost reductions, showcasing earnings resilience [1] Group 3 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting constituent stocks that provide technology, basic resources, and applications in the AI sector, focusing on the midstream of the AI industry chain [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, New Yisheng, Cambricon Technologies, and others [2]
AI触底反弹,人工智能AIETF(515070)连续12日获得资金加仓,累计加仓超20亿元
Mei Ri Jing Ji Xin Wen· 2025-09-04 04:39
Group 1 - The technology sector opened high but quickly declined, with significant drops in CPO, telecommunications, and artificial intelligence sectors. The AI ETF (515070) fell over 6% before rebounding to a decline of less than 4% [1] - Continuous capital inflow into the artificial intelligence sector has been observed, with over 2 billion yuan added in the last 12 days [1] - Major investment focus is expected to remain on the AI industry chain, supported by macro trends encouraging the integration of AI with technology, industry, and social governance [1] Group 2 - The third quarter is entering a period of intensive updates and iterations from leading domestic and international large model companies, with ongoing progress in AI applications [1] - Companies in the AI sector have begun disclosing positive advancements in AI applications, with expectations for significant growth in the second half of the year [1] - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies providing technology, foundational resources, and applications in the AI industry chain [1]