今日截至13点05。科创人工智能ETF华夏（589010）上涨8.51%，继盘初高开后，一路向上突破， 近5个交易日涨幅达17.40%，近20个交易日涨幅达37%。持仓股方面，乐鑫科技20%涨停，云天励飞暴 涨18.34%，晶晨股份、威胜信息、恒玄科技等涨幅超10%。流动性方面，盘中成交金额超7200万元放出 巨量，市场交投火爆，近5个交易日有4日获资金净流入，"吸金"超5000万元。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息方面，8月27日，"AI Partner百业大会"上，联想正式发布联想百应智能体2.0，标志着国内首个 面向企业的L3级AI服务智能体的问世。联想百应智能体2.0具备自主规划、按需生成和闭环解决能力， 实现了AI从"响应式助手"到"协作级伙伴"的能力跃迁。 开源证券认为，国务院发布关于深入实施"人工智能+"行动的意见，从提升模型基础能 ...

昨日高层印发"人工智能+"行动意见引爆科技赛道，人工智能AIETF（515070）持仓股中乐鑫科技20CM 涨停、中科创达、瑞芯微、科大讯飞。寒武纪等个股涨幅居前，人工智能AIETF（515070）盘中大涨超 3%，基金规模突破70亿元。中证人工智能主题指数（CS人工智）近1年涨幅达111.9%。 消息方面，摩根大通认为，鉴于杠杆率和估值仍处于适度水平，料中国股市上涨动能将持续，并估计潜 在的资产轮动可能会为股市注入额外的14万亿元人民币流动性，约相当于流通市值的16%。摩根大通分 析师Katherine Lei在报告中写道，资产轮动和过剩流动性的上升是中国股市反弹的主要驱动力。 相关产品： 人工智能AIETF（515070）、创业板人工智能ETF华夏（159381）、科创人工智能ETF华夏（589010） 华安证券表示，成长科技行情仍有持续空间。当前成长科技板块中，AI、机器人、军工等方向强者恒 强，市场风险偏好较高，行情尚未出现全部五大预警信号（估值百分位、最大涨幅与持续时间、高位股 跳水、行业扩散与大容量票补涨、交易拥挤度），其中行业扩散和交易拥挤度尚未完全满足，表明本轮 行情大概率尚未结束。 ...

AI赛道今日开盘下跌明显，人工智能AIETF（515070）开盘下跌超2%，持仓股中芯原股份下跌超 8%，寒武纪下跌超4%，协创数据、汇顶科技下跌超3%。人工智能AIETF近5日资金连续加仓，累计加 仓金额超4亿元。 消息方面，受美股昨日尾盘调整影响，今日A股科技赛道开盘后快速下杀，光模块、芯片、通信等 下跌明显。市场等待周四晚英伟达业绩，8月25日，英伟达宣布推出其Jetson AGX Thor机器人芯片模 块，开发套件售价3499美元。这款被称为"机器人大脑"的芯片将于下个月发货，客户将能够用它来制作 机器人原型。该芯片搭载Nvidia的Blackwell图形处理器，速度比前几代产品快7.5倍，支持128GB内存的 生成式AI模型。 科创尖刀连：科创人工智能ETF华夏（589010），涵盖AI芯片（寒武纪-U、澜起科技、芯原股 份），AI应用（金山办公、石头科技）等。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： n ...

（责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 国金证券认为，国产算力链迎多重利好，海外光通信方案加速迭代。DeepSeek V3.1启用UE8M0 FP8适配国产芯片，英伟达停H20，国产算力链迎放量。CPO交换2026商用，英伟达Spectrum-XGS及谷 歌OCS订单落地，关注太辰光、Lumentum。英维克H1液冷收入+50%，UQD联盟统一接口，AI液冷出 海加速，重点看英维克。 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"。 每日经济新闻 今日截至13点51，科创人工智能ETF华夏（589010）上涨1.38%，受到市场风格高低切换的映射， 盘面呈现冲高回落态势，依旧延续涨势，趋势不改、韧性十足。持仓股方面，航天宏图收获20%涨停， 云天 ...

Group 1 - The A-share market has shown a strong upward trend, with the Shanghai Composite Index surpassing the 3700-point mark. The AI ETF (515070) experienced a significant increase of over 3%, reaching a new high since its launch. Key holdings such as Zhongji Xuchuang surged over 7% [1] - According to China International Capital Corporation (CICC), after the "DeepSeek innovation boom," major model manufacturers are rapidly launching more powerful products in Q2 2025. The accelerated consumption of tokens is driving continuous growth in computing power demand [1] - The anticipated release of GPT-5 in Q3 2025 is expected to trigger a concentrated release period for leading global large models, potentially revitalizing market sentiment and focusing attention on new investment opportunities in the computing power industry chain [1] Group 2 - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and applications for artificial intelligence. It focuses on the midstream and upstream of the AI industry chain, often referred to as the "robot brain" creators and the "foundation" of the Internet of Things [1] - Major weighted stocks in the ETF include domestic technology leaders such as Cambrian, Zhongji Xuchuang, Zhongke Shuguang, iFlytek, OmniVision, NewEase, Lianqi Technology, Kingsoft, and Unisplendour [1]

Group 1 - The Shanghai Composite Index has reached 3680 points, marking the highest level since December 2021 [1] - Sectors such as electronic chemicals, shipbuilding, non-ferrous metals, and power equipment have shown significant gains [1] - The AI ETF (515070) has seen substantial increases in its holdings, with New Yisheng rising over 14% and Zhongji Xuchuang increasing over 9% [1] Group 2 - The market size for consumer-grade AI hardware is expected to exceed 1.17 trillion yuan in 2024, with a year-on-year growth rate of approximately 10%, significantly higher than the overall social consumption growth rate of 3.4% [1] - The growth of AI+ product consumption hardware and scenarios is projected to continue exceeding 10%, with the market size anticipated to surpass 2.5 trillion yuan by 2030 [1] - Huaxin Securities indicates that the era of high-performance domestic AI has arrived, with advancements in domestic AI hardware capabilities [1] Group 3 - The mass production of domestic AI chips such as Ascend 384, Cambricon 690, Muxi Xi Cloud C600, and Suiruan Technology L600 is expected to drive further growth in the semiconductor sector [1] - The progress in upstream advanced processes, advanced packaging, and related semiconductor equipment materials is crucial for the development of domestic AI [1]

Group 1 - The AI industry chain has experienced a significant surge, with the AI ETF (515070) rising over 1.5% during trading, and key holdings such as Xiechuang Data, Cambricon, Desay SV, Shenzhou Taiyue, and New Yisheng also seeing substantial gains [1] - The optical communication sector has strengthened again, with the ChiNext AI ETF (159831) increasing by more than 1.7%, and the Sci-Tech Innovation AI ETF (589010) also showing a rapid rise of nearly 1% [1] - Desay SV reported its mid-year results, with total operating revenue of 14.644 billion and a net profit attributable to shareholders of 1.223 billion, alongside a net cash inflow from operating activities of 1.638 billion [1] Group 2 - Minsheng Securities believes that Desay SV's smart cockpit products will benefit from the trend of large and multiple screens, as well as new customer expansion, while its smart driving products cover L2, L3, and above levels, indicating long-term growth potential under the smart transformation opportunities [1] - CITIC Securities released a report on the computer industry, suggesting to seize the new round of innovation landing cycle by 2025, with AI as the main line of innovation continuing to drive the acceleration of the industry chain's growth [1] - The focus is on the "AI main line," with optimism regarding opportunities in AI applications and computing power sectors [1]

Group 1 - The core viewpoint of the news highlights the strong performance of the Huaxia Sci-Tech AI ETF (589010), which rose by 1.52% and showed a significant upward trend after 10:30 AM, with a peak increase of 2.05% during the trading session [1] - Key stocks within the ETF include Orbbec, which led with an 8.89% increase, and both Lanke Technology and Tianzhun Technology, which saw gains exceeding 6% [1] - The trading volume was robust, with a turnover rate of 16.80% and a total transaction volume of 12.5 million, indicating sufficient liquidity in the market [1] Group 2 - AMD announced plans to accelerate the production of its MI350 AI chips, projecting a significant increase in AI chip revenue in Q3, with annual AI revenue expected to reach at least several hundred billion dollars [1] - North American cloud service providers reported continued high growth in cloud business revenue in their Q2 2025 financial reports, reflecting a proactive approach to meet the exponential demand for computing power and to secure a competitive edge in future technology [1] - The current demand in the electronics industry is experiencing a mild recovery, with recommendations to focus on the AI server supply chain, AIOT, equipment materials, and the localization of automotive electronics [1][2]

今日截至10点51分，科创人工智能ETF华夏（589010）下跌0.09%，盘面呈现围绕零轴小幅波动的 态势，并未出现对上个交易日超4%涨幅的明显回调，整固蓄势向上趋势不改。持仓股方面，芯原股份 领涨3.62%，石头科技、萤石网络涨幅超2%，星环科技领跌4.06%，合合信息、威胜信息、云从科技等 跌幅超2%。流动性方面，盘中换手超14%，成交总额近1000万元，量能强劲释放。 消息方面，由复旦大学可信具身智能研究院团队自主研发的高精度、低成本"自适应视触觉AI传感 器"，在2025世界人工智能大会上首次公开亮相。 该AI"电子皮肤"的感知灵敏极限已达到人体的10倍， 由此，该技术在精密加工、电子装配、高精度分拣等行业具备应用潜能。 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"。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参 ...

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech Artificial Intelligence ETF (589010), which is currently showing a flat trend with fluctuations around the zero axis, indicating a period of adjustment [1] - The ETF's constituent stocks are experiencing mixed performance, with notable gains from companies like Obsidian Technology (up 6.27%) and declines from firms such as Foxit Software and Lianqi Technology (down over 2%) [1] - The trading volume has significantly increased, with a turnover rate of 17.47% and total transaction volume exceeding 13 million, suggesting a release of market liquidity [1] Group 2 - ELU Zhongneng Kunyue Technology Group has launched its "One Brain, Multiple Bodies, Multiple Scenarios" strategy, introducing the AI Agent "LEMMA," which is the world's first L4-level energy AI agent capable of actively monitoring market dynamics and identifying trading opportunities [1] - The release of Kimi K2 and the continuous innovation in domestic large models are expected to drive significant advancements in AI applications across various sectors, including gaming, education, video, e-commerce, toys, and marketing [1][2]