Group 1 - The core viewpoint indicates that the AI sector is experiencing a downturn, with the Sci-Tech Innovation AI ETF (589010) dropping by 2.46% to 1.388 yuan, mirroring the decline of the Shanghai Sci-Tech AI Index, which fell by 2.53% [1] - The ETF opened high but quickly retreated, showing a volatile downward trend throughout the morning, with a slight support level found around 1.377 yuan in the afternoon [1] - Among the 30 disclosed constituent stocks, only 3 saw gains while 27 experienced declines, with Daotong Technology and Anlu Technology leading the losses, both dropping over 6% [1] Group 2 - Oracle announced the deployment of over 450,000 NVIDIA GPUs in its "StarGate" project in Abilene, Texas, which will support the Zetascale10 system for real-time data processing across regions [1] - The system is designed to enable AI models to complete learning iterations without data migration, being referred to as the "cornerstone of the next generation of AI civilization" [1] - Guosheng Securities noted that the increasing demand for large model calls and the continuous investment in computing power by major domestic and international companies will boost the domestic computing power industry chain, including sectors like optical modules and PCBs [1] Group 3 - The Sci-Tech Innovation AI ETF closely tracks the Shanghai Sci-Tech Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2] - The ETF's 20% price fluctuation limit and the elasticity of small and mid-cap stocks help capture the "singularity moment" in the AI industry [2]

Market Review - The Sci-Tech Innovation Artificial Intelligence ETF (589010) closed at 1.441 CNY, up 0.63%, showing a steady upward trend with a total trading volume of approximately 8.87 billion CNY, indicating active buying and good liquidity [1] - Among the constituent stocks, 26 increased while 4 decreased, with notable gains from companies like Obsidian Technology, Fudan Microelectronics, and Cambricon, each rising by 3%, highlighting strong performance in computing and AI chip sectors [1] - The Robot ETF (562500) rose by 2.38% to 1.033 CNY, continuing its strong rebound with a trading volume of 14.97 billion CNY, reflecting active market participation [1] - In the Robot ETF, 69 out of 73 constituent stocks increased, with significant gains from companies such as Southern Network Technology and Jiangsu Leili, each rising over 5% [1] Hot News - Lingyi Technology announced the establishment of Dongguan Lingzhi Innovation Robot Technology Co., with an 80% stake, focusing on the R&D and production of industrial robots and planning to expand into new materials, sensors, and battery technologies [2] - Meta Platforms Inc. is investing over 1.5 billion USD in a new 1 GW data center to support its AI initiatives, with total capital expenditures for the year expected to reach 72 billion USD, including AI-related infrastructure [2] - The Hong Kong Monetary Authority and Hong Kong Cyberport announced the second phase of the Generative AI sandbox, inviting 27 use cases from 20 banks and 14 tech partners out of over 60 proposals [2] Institutional Views - Dongwu Securities predicts that humanoid robots will become the best carriers for AI, potentially entering a significant industrial cycle over the next decade, with small-scale production expected to begin by 2025 and rapid industry chain expansion anticipated by 2026 [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion CNY, offering the best liquidity and comprehensive coverage of the Chinese robot industry [4] - The Sci-Tech Innovation Artificial Intelligence ETF (589010) is described as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range and flexibility in small and mid-cap stocks [4]

今日A股三大指数涨跌不一，上证指数盘中上涨0.38%，深证成指盘中跌0.19%，创业板指表现相对 较弱，盘中跌1.33%。科技板块内部稀土永磁等方向涨幅居前，而消费电子、游戏等板块则延续调整态 势。人工智能AIETF（515070）持仓股中海康威视、澜起科技、北京君正盘中涨幅领先，盘中涨分别为 2.76%/1.85%/1.33%。 消息面上，10月11日工业和信息化部等七部门联合印发《深入推动服务型制造创新发展实施方案 （2025—2028年）》，明确提出推动人工智能技术与服务型制造融合创新，政策端为人工智能与制造业 融合注入新动力。方案强调通过加强新型信息基础设施建设、按需布局算力基础设施、深化"5G+工业 互联网"融合应用，加速制造业智能化转型。此举被市场视为对人工智能赋能传统产业升级的实质性支 持，尤其利好工业软件、智能解决方案等细分领域。 人工智能AIETF（515070）、创业板人工智能ETF华夏（159381）、科创人工智能ETF （589010）。 每日经济新闻 华泰证券认为，AI产业的长期成长逻辑依然清晰，人工智能仍是未来景气度占优的主线之一，国 产产业链预期持续向好。算力基础设施作为AI发展 ...