截至午间收盘，中证人工智能主题指数上涨5.5%，上证科创板人工智能指数上涨7.4%，科创人工智能ETF（588730）近5个交易日净流入近3亿元，规模 屡创新高。 昨日，国务院印发《关于深入实施"人工智能+"行动的意见》，提出到2030年，我国人工智能全面赋能高质量发展，新一代智能终端、智能体等应用普 及率超90%，智能经济成为我国经济发展的重要增长极，推动技术普惠和成果共享。 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 ...

昨日，国务院印发《关于深入实施"人工智能+"行动的意见》，提出加快实施"人工智能+"科学技 术、"人工智能+"产业发展、"人工智能+"消费提质、"人工智能+"民生福祉、"人工智能+"治理能 力、"人工智能+"全球合作等6大重点行动，强化8项基础支撑能力，推动人工智能与经济社会各行业各 领域广泛深度融合。 政策方向明确有助于强化AI产业发展信心，相关板块配置价值受市场关注。上证科创板人工智能指数 由科创板市场中30只市值较大的AI产业链相关股票组成，权重侧重上游基础芯片与下游AI应用。投资 者可借道科创人工智能ETF（588730）等产品一键布局AI产业未来发展机遇。 每日经济新闻 截至11:00，上证科创板人工智能指数上涨4.7%，成分股中，乐鑫科技涨超16%，云天励飞-U涨超 14%，复旦微电、萤石网络涨超6%，相关产品近期大幅"吸金"，科创人工智能ETF（588730）近5个交 易日净流入近3亿元，规模屡创新高。 ...

我国人工智能发展再获政策支持，相关板块投资机会值得关注。中证人工智能主题指数覆盖AI产 业链各细分环节龙头；上证科创板人工智能指数由科创板市场中30只市值较大的AI产业链相关股票组 成，"硬科技"属性突出。人工智能ETF（159819）、科创人工智能ETF（588730）分别跟踪以上指数， 可助力投资者把握AI产业未来发展机遇。 每日经济新闻 （责任编辑：董萍萍 ） 昨日，国务院印发《关于深入实施"人工智能+"行动的意见》，提出到2030年，我国人工智能全面 赋能高质量发展，新一代智能终端、智能体等应用普及率超90%，智能经济成为我国经济发展的重要增 长极，推动技术普惠和成果共享。 值得一提的是，"人工智能+"在2024、2025连续两年写入《政府工作报告》，此次《意见》围绕科 学技术、产业发展、消费提质、民生福祉、治理能力、全球合作等六个方面组织实施"人工智能+"重点 行动，为相关工作绘制了清晰的路线图。 国家发改委有关负责人表示，实施"人工智能+"行动，充分发挥我国数据资源丰富、产业体系完 备、应用场景广阔等优势，加强人工智能与各领域广泛深度融合，助力传统产业改造升级，开辟战略性 新兴产业和未来产业发展新 ...

截至午间收盘，上证科创板人工智能指数上涨2.4%、早盘一度涨近7%创历史新高；中证人工智能主题指数上涨3.5%，人工智能ETF（159819）早盘获近2亿 份净申购，上周该产品合计净流入9亿元。 中信证券认为，2025年下半年AI主线继续，带动产业链上下游落地提速，景气创新方向频出，驱动行业加速成长，看好AI应用及算力板块机遇。 每日经济新闻 ...

资料显示，上证科创板人工智能指数从科创板市场中选取30只市值较大的AI产业链相关股票作为样 本，"硬科技"属性突出。场外投资者还可通过易方达上证科创板人工智能ETF联接基金 （A/C:023564/023565）把握国产AI芯片发展机遇。 （文章来源：每日经济新闻） 有券商表示，2025年下半年AI主线创新继续，带动产业链上下游落地提速，景气创新方向频出，驱动 行业加速成长，AI产业已经进入商业化的关键时期。此外，从滚动收益差、成交占比、拥挤度等指标 来看，AI板块尚未来到过热区间，AI行情有望向更多AI+领域扩散。 值得注意的是，市场资金对人工智能板块强烈关注，科创人工智能ETF（588730）上周连续多个交易日 获资金净流入，规模连创新高。 A股三大指数早盘集体高开，科创人工智能板块持续走强，云天励飞-U、航天宏图、芯原股份等涨超 10%。科创人工智能（588730）标的指数上证科创板人工智能指数一度涨超6%，再创新高。 近日，在H20及DeepSeek系列模型有望采用国产AI芯片等因素催化下，国产AI算力逻辑持续强化，叠加 2025年~2026年AI芯片产能预计迎来边际改善，国产算力产业链景气度有望进一 ...

01 上周（8月18日—24日），两市成交进一步活跃。科创人工智能、中证芯片产业、中证人工智能主题等指数领涨， 科创人工智能ETF（588730）、芯片ETF易方达（516350）、人工智能ETF（159819）表现亮眼。 02 港股科技和互联网板块受资金关注，恒生科技ETF易方达（513010）和港股通互联网ETF（513040）等获资金净流 入较多。 03 | 代码 | 简称 | 周涨幅 (%) | | --- | --- | --- | | 588780.SH | 国联安上证科创板芯片设计主题ETF | 21.93 | | 588920.SH | 鹏华上证科创板芯片ETF | 21.57 | | 588940.SH | 富国上证科创板50成份ETF | 21.10 | | 588890.SH | 南方上证科创板芯片ETF | 20.10 | | 589100.SH | 国泰上证科创板芯片ETF | 18.43 | | 588760.SH | 广发上证科创板人工智能ETF | 17.75 | | 588790.SH | 博时上证科创板人工智能ETF | 17.46 | | 588770.SH | 摩根上证 ...

Group 1 - The semiconductor sector is leading the market, with stocks like Yuntian Lifei hitting a 20% limit up and Cambricon rising over 19% [1] - The AI index on the STAR Market has increased by over 7%, driven by strong performance from constituent stocks [1] - The domestic AI computing power logic is being reinforced, with expectations for marginal improvements in AI chip production capacity by 2025-2026 [1] Group 2 - CITIC Securities suggests that the AI innovation theme will continue to drive growth in the industry, recommending a focus on the "AI main line" and opportunities in AI applications and computing power sectors [1] - The top ten constituent stocks in the STAR Market AI index include eight AI chip design companies, accounting for approximately 46% of the index's weight [1] - The index's distribution shows that upstream basic chips and downstream software and hardware applications account for 44% and 48% respectively [1]

Group 1: Monetary Policy and Economic Indicators - Since May, China's Loan Prime Rate (LPR) has not been lowered, while the Federal Reserve is expected to enter a significant rate-cutting phase starting in September, with an 86.1% probability of a 25 basis point cut [3] - The consensus in the industry is that there is still a 10 basis point room for further rate cuts in China this year, following the emphasis on maintaining ample liquidity and reducing overall financing costs [3][4] - The growth rate of M2, a broad measure of money supply, has increased significantly, with a year-on-year growth of 8.8% as of the end of July, indicating a notable increase in market liquidity [4] Group 2: Stock Market Dynamics - The rebound in M2 growth is a key factor driving the recent rise in A-shares, as more capital is willing to enter the market [6] - In July 2025, there were 1.9636 million new A-share accounts opened, marking a year-on-year increase of 70.54% and a quarter-on-quarter increase of 19.27%, reaching a new high for the year [7] - On August 18, the trading volume of the Shanghai and Shenzhen stock exchanges reached 2.76 trillion yuan, the third highest in history, indicating strong market activity [8] Group 3: Sector-Specific Trends - The current market rally is characterized as a "technology bull market," driven by advancements in artificial intelligence, robotics, and domestic substitution, attracting significant capital into the stock market [8][9] - There is a notable demand for a "catch-up" rally in Chinese technology stocks, as their valuations are significantly lower than those of U.S. tech stocks, despite comparable technological capabilities [9] - Technology-focused ETFs, such as the Sci-Tech Innovation AI ETF and the AI ETF, have seen substantial gains, indicating strong investor interest in the AI sector [9] Group 4: Future Outlook - The anticipated rate cuts by the Federal Reserve and potential further cuts in China, along with rising M2 growth, suggest a synchronized monetary policy that could lead to increased global liquidity [11] - The upcoming events, such as the "93 Military Parade" and the 15th Five-Year Plan, are expected to support the ongoing market rally, with projections indicating that A-shares may reach 4,000 points this year [11]

Group 1 - The market experienced a rebound today, with AI-related concept stocks showing strength, as evidenced by the 0.7% increase in the CSI Artificial Intelligence Theme Index and a 1.8% rise in the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, both achieving three consecutive days of gains [1] - OpenAI, Anthropic, and Google released new models yesterday, marking significant advancements in AI technology. OpenAI open-sourced two models, gpt-oss-120b and gpt-oss-20b, the first open-source models since GPT-2 in 2019. Anthropic launched Claude Opus 4.1, enhancing coding capabilities, while Google DeepMind introduced Genie 3, a third-generation general world model capable of generating unprecedented interactive environments [1] - CITIC Securities indicated that the next generation of large models is approaching, with expectations of comprehensive development in technology, capabilities, and ecosystems, potentially achieving nearly tenfold intelligence levels with a 2-3 times scale increase. The agent and multimodal directions are expected to be the primary beneficiaries, with expanded reasoning driving significant growth in computing power demand [1] Group 2 - The AI ETF (159819) tracks the CSI Artificial Intelligence Theme Index, focusing on leading companies across various segments of the AI industry in the Shanghai and Shenzhen markets, with a relatively balanced industry distribution [2] - The Sci-Tech Innovation Board AI ETF (588730) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, concentrating on leading AI companies in the Sci-Tech Innovation Board, with a higher proportion of AI applications, facilitating investors' access to opportunities in AI industry development [2]

Group 1 - The core viewpoint of the articles highlights the resilience of the AI sector amidst broader market adjustments, with significant increases in AI-related indices and ETFs [1] - The CSI Artificial Intelligence Theme Index rose by 0.4% and the SSE Sci-Tech Innovation Board AI Index increased by 1.1%, marking a three-day upward trend [1] - The upcoming 7th World Artificial Intelligence Conference in Shanghai is expected to showcase over 3,000 cutting-edge exhibits, including more than 40 large models and 100 significant new products, indicating a growing interest in AI innovations [1] Group 2 - The AI ETFs, specifically ETF (159819) and ETF (588730), attracted additional investments of 16 million yuan and 22 million yuan respectively, reflecting investor confidence in the AI sector [1] - The CSI Artificial Intelligence Theme Index focuses on leading companies across various segments of the AI industry, while the SSE Sci-Tech Innovation Board AI Index emphasizes leading companies in foundational chips and AI applications, providing investors with convenient access to AI development opportunities [1]