今日（9月30日）重点布局国产AI产业链的科创人工智能ETF（589520）场内价格盘中涨超3.1%，现涨 2.34%，刷新上市以来的高点！ 成份股方面，海天瑞声领涨超10%，合合信息涨逾7%，云天励飞、澜起科技大幅跟涨。值得关注的 是，权重股寒武纪一度涨超5%。 消息面上，国产AI软硬件的生态协同正呈现加速之态势。昨日，DeepSeek-V3.2-Exp大模型一经发布， 几家芯片厂商便完成"Day 0适配"。 科创人工智能ETF（589520）第一大权重股寒武纪表示，已同步实现对DeepSeek-V3.2-Exp的适配。依 托DeepSeek Sparse Attention机制，叠加寒武纪的极致计算效率，可大幅降低长序列场景下的训推成本。 国投证券认为，国产算力从供给侧和需求侧均迎来新的变化，一方面以华为昇腾为代表的国产算力芯片 持续迭代，性能稳步提升，为国内人工智能产业带来供给支撑。另一方面，国内互联网大厂逐步适配国 产芯片，资本开支有望持续增长，为国内算力产业带来需求支撑。 国泰海通证券指出，AI是新一轮科技革命和产业变革的重要驱动力量。国产大模型与国产芯片正朝着 软硬协同的统一生态演进，国内AI产业 ...

Group 1 - DeepSeek officially released the DeepSeek-V3.2-Exp model, which incorporates a sparse Attention architecture to reduce computational resource consumption and enhance inference efficiency [1] - The new pricing policy allows developers to access the DeepSeek API at a cost reduction of over 50% [1] - Cambricon announced it has adapted to DeepSeek-V3.2-Exp and open-sourced the vLLM-MLU inference engine, indicating deep collaboration among leading companies in China's AI industry [1] Group 2 - Analysts believe that with continuous investment in computing infrastructure, domestic computing power is expected to maintain good growth momentum, potentially surpassing overseas computing power in the medium term [2] - The Sci-Tech Innovation Artificial Intelligence ETF (589520) focuses on the domestic AI industry chain, with Cambricon accounting for 16.62% of its weight as of September 29 [2] Group 3 - The top ten holdings of the Sci-Tech Innovation Artificial Intelligence ETF include Cambricon, Lattice Semiconductor, Chipone Technology, Kingsoft Office, Stone Technology, Amlogic, Hengxuan Technology, Yuntian Lifei, Fudan Microelectronics, and Espressif Systems [3] Group 4 - The Sci-Tech Innovation Artificial Intelligence ETF highlights three key points: 1. Policy support is igniting AI growth, with AI expected to lead the current market trend [4] 2. Domestic substitution and self-control are crucial in the context of technological friction, emphasizing the importance of AI as a core technology [4] 3. The ETF offers high elasticity and strong offensive potential, with over 70% of its top ten holdings concentrated in the semiconductor sector [4]

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。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 9月22日午后，聚焦国产AI产业链的科创人工智能ETF（589520）强劲拉升，一度涨近5%，现涨 3.26%，成交额超5000万元。成份股方面，芯原股份涨逾17%，晶晨股份、恒玄科技紧随其后，涨幅均 超7%。 国金证券指出，AI推理需求激增带动ASIC需求强劲增长，英伟达技术升级推动PCB价量齐升，AI- PCB公司订单饱满且积极扩产，下半年业绩高增长可期。AI覆铜板需求旺盛，海外扩产缓慢使龙头厂商 受益，并带动配套设备及上游材料需求。半导体行业景气度稳健向上，存储芯片涨价，晶圆厂稼动率提 升叠加国产替代，半导体材料及设备需求增长。消费电子中苹果链及AI眼镜等创新方向亦值得关注。 科创人工智能ETF（589520）及其联接基金（024560）被动跟踪科创AI指数（950180），重点布局 在国产AI产业链、具备较强国产 ...

Group 1 - The core viewpoint highlights the strong performance of the domestic AI industry chain, particularly the Sci-Tech Innovation Artificial Intelligence ETF (589520), which has shown a consistent upward trend over the past week [1] - Major component stocks such as Yuntian Lifei, Chipone, and Cambricon have experienced significant gains, indicating a positive market sentiment towards AI-related companies [1] - The Meta Connect conference is anticipated to showcase new AI glasses, with analysts optimistic about the long-term potential of AI and AR glasses as a key interaction interface [3] Group 2 - The urgency and importance of domestic computing power localization are increasing amid global tech competition, with expectations for rapid growth in domestic computing power demand by 2025 [4] - The domestic computing power chip market is projected to reach a trillion-level market size, driven by the need for self-sufficiency in technology [4] - The Sci-Tech Innovation Artificial Intelligence ETF is positioned to benefit from policy support and the trend of AI development, focusing on companies that are leaders in their respective segments [4][5] Group 3 - The ETF offers a low-threshold investment opportunity with a high degree of aggressiveness, as it has a 20% price fluctuation limit, allowing for efficient capital deployment during market surges [5] - The top ten holdings of the ETF account for over 70% of its weight, with the semiconductor sector representing more than half of the portfolio, indicating a concentrated investment strategy [5]

Core Viewpoint - The domestic AI industry is experiencing a strong upward trend, driven by significant developments in chip technology and strategic partnerships, leading to increased investment opportunities in the sector [1][4]. Group 1: Market Performance - The domestic AI-focused ETF (589520) saw a peak intraday increase of 3.78% and closed with a gain of 2.47%, marking three consecutive days of gains [1]. - The total trading volume for the ETF reached 63.51 million yuan, indicating active trading [1]. - Key stocks within the ETF, such as Chip Origin Technology, reached a daily limit increase, while Cambricon Technologies rose over 7%, leading the A-share trading list with a total transaction volume of 28.695 billion yuan [1]. Group 2: Industry Developments - OpenAI signed a massive cloud computing contract worth up to 300 billion dollars with Oracle, marking a significant milestone in global AI computing demand [3]. - Alibaba and Baidu are reportedly using self-designed chips to train their AI models, partially replacing NVIDIA's chips [3]. - Chip Origin Technology announced plans to acquire 97% of Chip Lai Semiconductor Technology, aiming to enhance its ASIC competitiveness and fill gaps in RISC-V CPU IP [3]. Group 3: Policy and Strategic Insights - The AI sector is expected to benefit from favorable policies, with AI becoming a leading sector in the current market environment [4]. - The importance of information and industrial security has increased amid technological friction, emphasizing the need for self-controlled AI technologies [4]. - The ETF's structure allows for low-threshold investment and high efficiency during market surges, with over 70% of its top ten holdings concentrated in the semiconductor sector [5].

Group 1 - The core viewpoint of the news highlights the significant growth and interest in domestic AI chip companies, particularly in the context of the ongoing geopolitical tensions and the push for self-sufficiency in technology [3][4][5] - The domestic AI industry is experiencing a surge, with the Sci-Tech Innovation Artificial Intelligence ETF (589520) showing a notable increase of 3.78% during trading, indicating strong market interest and activity [1][5] - Key stocks in the ETF, such as Chip Origin Technology and Cambricon, have seen substantial gains, with Chip Origin hitting a daily limit up and Cambricon rising over 8% [1][4] Group 2 - Alibaba and Baidu have begun using self-designed chips for training their AI models, reducing reliance on NVIDIA chips, which reflects a strategic shift towards cost control and performance optimization [3] - The urgency for domestic chip alternatives is increasing due to U.S. restrictions on advanced chip exports to China, emphasizing the importance of supply chain security and the need for independent chip design and production [3][4] - The domestic AI chip sector has shown promising results in training and inference, supported by favorable policies, indicating a potential for large-scale deployment and growth opportunities in the industry [3][4] Group 3 - The Sci-Tech Innovation Artificial Intelligence ETF is positioned to benefit from the current market dynamics, with a focus on companies that are leaders in their respective segments of the AI industry [5][6] - The ETF's structure allows for lower entry barriers for investors, with a high concentration in semiconductor stocks, which constitute over 54.1% of the top holdings [5][6] - The ETF's performance is bolstered by recent positive developments in the industry, including significant order growth for companies like Chip Origin Technology, which reported a record high of 30.25 billion yuan in orders [4][5]

另一方面，在芯片定制服务方面，拥有RISC-V CPU IP将使芯原股份能够更好地满足客户对于不同架构 芯片的需求，尤其是在那些对成本、功耗和灵活性有较高要求的领域，RISC-V架构的优势将得到充分 发挥。 平安证券指出，在美国限制先进芯片出口中国，以及打压国产算力芯片、国产大模型的行业大背景下， 国产算力替代的紧迫性持续提升。中长期看，芯片安全的问题将持续受到政治博弈的扰动，我国独立设 计、流片再到量产高端AI芯片是大势所趋。国产算力芯片在Al训练、推理中已取得良好效果，叠加政 策层面的支持，国产算力有望获得大规模部署应用，相关产业链迎来发展机遇。 今日（9月12日）国产AI强势冲锋！重点布局国产AI产业链的科创人工智能ETF（589520）场内涨幅盘 中上探3.78%，现涨2.8%，冲击日线3连阳！值得关注的是，该ETF场内宽幅溢价，买盘资金强势！ 成份股方面，寒武纪午后涨超9%，股价突破1520元，反超贵州茅台，重夺"股王"宝座。芯原股份20CM 涨停封板，云天励飞涨超3%，复旦微电、芯海科技等个股跟涨。 | | | 分時 多日 1分 5分 15分 30分 60分 日 周 月 更多 | | | | | ...

Core Viewpoint - The domestic AI industry is experiencing significant growth, driven by strong policy support, technological advancements, and surging market demand, particularly highlighted by the performance of the domestic AI-focused ETF and its constituent stocks [1][4][5]. Group 1: Market Performance - The domestic AI-focused ETF (589520) saw an intraday price increase of nearly 3%, currently up 1.81%, marking a three-day consecutive rise [1]. - Key constituent stocks such as Chipone Technology surged over 15%, while Cambricon and Yuke Tech rose by more than 4% and 3% respectively [1]. - The ETF's trading threshold was reduced from approximately 120 yuan to about 60 yuan following a 1:2 share split, making it more accessible for investors [5]. Group 2: Industry Trends - Major global tech companies, including Oracle, Microsoft, Google, and Meta, are significantly increasing their capital expenditures on AI infrastructure, indicating a robust demand for high-end chips and related hardware [3]. - The Chinese government's policies are strongly supporting the integration of AI across key sectors, with initiatives like the "Artificial Intelligence+" action plan aiming for deep integration by 2027 [4]. Group 3: Technological Advancements - Domestic companies are making rapid technological breakthroughs, with Huawei and Alibaba Cloud demonstrating advancements in large-scale computing capabilities [4]. - The processing capacity in China has dramatically increased, with daily token processing volume soaring from 100 billion to 30 trillion within a year and a half [4]. Group 4: Investment Opportunities - The ETF is positioned to benefit from the ongoing domestic AI industry growth, with a focus on companies that are well-placed in the AI supply chain [6][7]. - The ETF's top ten holdings account for over 71.66% of its weight, with semiconductors being the largest sector, representing over 54.1% [7].

Group 1 - The core viewpoint highlights the strong performance of the domestic AI industry, with the Sci-Tech Innovation AI ETF (589520) experiencing a significant intraday increase of 4.27% and a current rise of 2.91%, indicating active trading with a real-time transaction amount exceeding 430 million yuan [1] - Key stocks within the ETF, such as Cambricon, Yuntian Lifei, and Xinghuan Technology, have shown substantial gains, with Cambricon rising over 9% and others increasing by more than 6% [1] - OpenAI has signed a $300 billion agreement with Oracle for computing power over five years, leading to a 36% surge in Oracle's stock price, which resulted in a market capitalization increase of approximately $250 billion in a single day [3] Group 2 - The domestic computing power industry is experiencing significant growth, with the number of standard racks in use reaching 10.85 million and the intelligent computing power scale reaching 788 EFLOPS as of June this year [3] - The urgency for domestic computing power replacement is increasing due to U.S. restrictions on advanced chip exports to China, emphasizing the need for independent design and production of high-end AI chips in China [3] - The recent policy document on implementing the "Artificial Intelligence +" initiative is expected to catalyze the industrialization of AI, with a focus on hardware-software collaboration and the establishment of AI infrastructure [4] Group 3 - The Sci-Tech Innovation AI ETF (589520) has undergone a share split, reducing the trading threshold from approximately 120 yuan to about 60 yuan, making it more accessible for investors [4] - The ETF is positioned to benefit from the rapid advancement of AI technology, with a focus on domestic alternatives and information security amid ongoing technological tensions [5] - The top ten holdings of the ETF account for over 71.66% of its weight, with the semiconductor sector representing more than 54.1%, indicating a concentrated and aggressive investment strategy [5]

Core Viewpoint - The domestic AI sector is experiencing significant growth, with notable stock price increases for companies like Lanke Technology, Cambricon, and others, indicating strong market interest in the domestic AI industry chain [1][2]. Group 1: Market Performance - Lanke Technology's stock rose over 6%, while Cambricon and Lingyun Guang saw increases of over 5%, and Jingchen shares rose nearly 5% [1]. - The Sci-Tech Innovation Artificial Intelligence ETF (589520) experienced a price increase of over 2.6% during trading, reflecting strong buying interest [1]. - The ETF underwent a 1:2 share split, reducing the trading threshold from approximately 120 yuan to about 60 yuan, making it more accessible for investors [3]. Group 2: Industry Trends - Cambricon is positioned to benefit from the surge in AI computing power demand and the acceleration of domestic substitution, becoming a representative player in this trend [2]. - The AI sector is viewed as a critical infrastructure, akin to water and electricity, with a focus on "domestic computing power autonomy" as a key theme [2]. - The upcoming Meta Connect conference is anticipated to showcase new products, highlighting the potential of AI and AR glasses as a long-term interactive interface [2]. Group 3: Investment Highlights - The Sci-Tech Innovation Artificial Intelligence ETF is seen as a low-threshold investment option, with a strong focus on companies that are leaders in their respective segments within the AI industry [4]. - The ETF's top ten holdings account for over 71.66% of its weight, with the semiconductor sector representing more than 54.1%, indicating a concentrated and aggressive investment strategy [4]. - The ETF is expected to benefit from policy support and the growing importance of information security and industry safety in the context of technological friction [4].