消息面上，据央视新闻，国务院日前印发《关于深入实施"人工智能+"行动的意见》（以下简称《意 见》）。《意见》提出加快实施6大重点行动。一是"人工智能+"科学技术，加速科学发现进程，驱动技 术研发模式创新和效能提升，创新哲学社会科学研究方法。二是"人工智能+"产业发展，培育智能原生 新模式新业态，推进工业全要素智能化发展，加快农业数智化转型升级，创新服务业发展新模式。三 是"人工智能+"消费提质，拓展服务消费新场景，培育产品消费新业态。四是"人工智能+"民生福祉，创 造更加智能的工作方式，推行更富成效的学习方式，打造更有品质的美好生活。五是"人工智能+"治理 能力，开创社会治理人机共生新图景，打造安全治理多元共治新格局，共绘美丽中国生态治理新画卷。 六是"人工智能+"全球合作，推动人工智能普惠共享，共建人工智能全球治理体系。 东莞证券认为，人工智能是科技行业成长的核心驱动力，也是世界各国科技竞争的主战场，以 DeepSeek为代表的国产大模型持续降本增效，有助于加速AI应用场景落地，而国家政策的大力支持， 也将推动AI手机与PC、智能网联新能源汽车与智能机器人等新一代智能终端加速普及，上游算力、下 游终端与应用 ...

国信证券指出，AI是当前投资主线，巨头的业务场景，如云计算、广告等持续受益，北美巨头二季度 相关收入持续加速，全年CAPEX也进一步上调，此外AIGC在产品、技术和商业化等层面也进展迅速。 当前，我们认为恒生科技指数处于震荡期。 8月26日，A股三大指数集体低开。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 热门ETF中，科创板人工智能ETF（588930）截至发稿跌2.57%，换手率1.8%，成交额超2500万元。成 分股中，航天宏图涨超12%，澜起科技、复旦微电、中科星图等跟涨。资金流向来看，据Wind数据， 该ETF昨日获资金净流入超1.23亿元。 科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数（950180.CSI）。该指数从科创板市 场中选取30只市值较大且业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指 数样本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。 开源证券认为，AI算力链条景气度高、业绩确定性强，是当下市场科技主线的核心。光模块、PCB是AI 算力链的重要组成部分，二者深度绑定海 ...

Group 1 - A-shares opened lower on August 20, with the AI concept experiencing a pullback, particularly the STAR Market AI ETF (588930) which saw a decline of 0.44% after a drop of over 1.3% during the day [1] - Among the constituent stocks, Tianzhun Technology rose over 3%, while Cambrian, Daotong Technology, and Hengxuan Technology also showed positive performance [1] - The STAR Market AI ETF closely tracks the Shanghai STAR Market AI Index, which selects 30 large-cap stocks involved in providing foundational resources, technology, and application support for AI [1] Group 2 - According to招商证券, artificial intelligence is leading a new wave of technological revolution, accelerating penetration across various industries, with China achieving a breakthrough in AI technology and taking a global innovation leadership position [2] - Tianfeng Securities noted that internet company earnings reports have validated that AI investments are yielding substantial returns, and the resonance of AI both domestically and internationally is expected to propel China's AI application ecosystem into a rapid iteration cycle [2] - Overall, there is a sustained positive outlook on the medium to long-term investment opportunities within the Chinese AI sector [2]

Group 1 - The A-share market indices opened higher on August 18, with the artificial intelligence (AI) sector continuing to strengthen, particularly the Sci-Tech Innovation Board AI ETF (588930), which rose over 1.8% [1] - The ETF saw a net inflow of over 10 million yuan in the previous trading day, closely tracking the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index (950180.CSI), which includes 30 large-cap companies involved in AI resources, technology, and applications [2] - OpenAI's CEO Sam Altman expressed intentions to invest tens of billions of dollars in the infrastructure needed for AI services, indicating strong future growth potential in the sector [2] Group 2 - According to IDC, the global AI industry is entering a rapid growth phase, with market size increasing from 1.917 trillion USD in 2019 to 4.7327 trillion USD in 2023, and projected to exceed 11.6 trillion USD by 2027 [2] - iResearch predicts that China's AI industry will maintain a compound annual growth rate of 32.1% from 2025 to 2029, with market size expected to surpass 1 trillion yuan by 2029, driven by large models, embodied intelligence, and intelligent driving [2] - The penetration rate of consumer AI tools is shifting from "trial" to "necessity," with expectations of further increases in the next two years, promoting intelligent transformation in daily life and work [2]

Group 1 - A-shares showed a positive trend on June 30, with the STAR Market AI ETF (588930) rising by 1.15% and trading volume exceeding 10 million yuan [1] - The ETF has seen a net inflow of over 20 million yuan in the past two days, indicating strong investor interest [1] - The STAR Market AI ETF tracks the CSI STAR Market AI Index, which includes 30 large-cap companies involved in providing resources, technology, and application support for AI [1] Group 2 - Tencent and Alibaba have launched advanced AI models, indicating an acceleration in the competition among major players in the AI sector [2] - There is a shift in active capital from pharmaceuticals and consumer sectors towards technology and finance, with structural opportunities expected to dominate the mid-year reporting season [2] - The resumption of IPOs for technology companies in the third quarter is anticipated to refocus market attention on the tech sector, with AI expected to be a key area for structural opportunities [2] Group 3 - Global supply and demand dynamics are expected to change significantly by 2025, with a focus on AI hardware deployment and domestic demand driving replacement demand [3] - Investment recommendations include four main themes: AI terminals, domestic demand recovery, computing infrastructure, and self-sufficiency in the semiconductor supply chain [3] - Specific areas of interest include AI smartphones and glasses, semiconductor cycle recovery, GPU and server industries, and advanced packaging in the materials sector [3]

Group 1 - The launch of the domestically developed Loongson 3C6000 processor marks a significant advancement in China's independent technology, featuring a self-designed instruction system and no reliance on foreign technology or supply chains [1] - The A-share market experienced a slight pullback on June 26, with the artificial intelligence sector showing initial weakness, while the STAR Market AI index constituents exhibited mixed performance [1] - The STAR Market AI ETF (588930) has seen over 17 million yuan in net inflows over the past five trading days, indicating strong investor interest in AI-related stocks [1] Group 2 - CITIC Construction Investment Securities reported that Huawei Cloud's CloudMatrix 384 is one of the largest AI computing platforms in the industry, capable of supporting 160,000 card clusters and parallel training of 1,300 trillion-level large models [2] - The release of the Pangu Model 5.5 series further validates the feasibility of developing world-class large models based on Ascend AI, enhancing the competitiveness of domestic AI technology [2]

Group 1 - The core viewpoint is that intelligent agent technology is transforming artificial intelligence from merely "talking" to "working," reshaping global industrial logic and human-technology collaboration [1] - The AI sector is showing significant investment value in the current market environment, driven by strong demand for AI infrastructure, particularly in ASIC, storage modules, and edge innovation [2] - The AI ETF (588930) tracks 30 leading AI companies in the STAR Market, covering the entire AI industry chain, with a focus on five major sectors: electronics, computers, machinery, home appliances, and communications [1] Group 2 - The recent investment plan of $60 billion by TI reflects global confidence in the long-term demand for AI computing power [2] - Major tech giants like Google, AWS, Meta, Microsoft, and OpenAI are accelerating the development of customized ASICs, indicating a robust market for AI infrastructure [2] - The continuous iteration of large models is enhancing the user experience of edge AI devices, exemplified by Meta's latest AI glasses, which is also benefiting the domestic SoC supply chain [2]

Group 1 - The 22nd China-ASEAN Business and Investment Summit will be held on September 17-18 in Nanning, focusing on "Digital Intelligence Empowering Development, Innovation Leading the Future" [1] - The summit will feature the China-ASEAN Business Leaders Forum, which plans to release a joint statement on strengthening cooperation in the artificial intelligence industry [1] - On June 25, the A-share market experienced slight fluctuations, with a moderate rise in AI-related stocks, particularly in the Sci-Tech Innovation Board [1] Group 2 - The AI sector has shown strong development momentum and vast application prospects, especially in the context of industrial intelligent transformation, highlighting its investment value [2] - Huawei Cloud's release of the Pangu Model 5.5 and the new generation Ascend AI Cloud Service at the 2025 Developer Conference marks a significant breakthrough in the integration of AI infrastructure and large model technology [2] - The Ascend AI Cloud Service utilizes the CloudMatrix384 architecture, integrating 384 Ascend NPUs with 192 Kunpeng CPUs, achieving a single card inference throughput of 2300 Token/s, nearly quadrupling the efficiency compared to traditional architectures [2]

Group 1 - The A-share market experienced a significant rise on June 24, with AI-themed stocks showing strong performance, particularly in the Sci-Tech Innovation Board where stocks like Cambricon Technologies surged over 7% [1] - The Sci-Tech Innovation Board AI ETF (588930) saw a net inflow of over 50 million yuan in the past 20 trading days, indicating high market enthusiasm for AI investments [1] - A recent tender announcement for the "Xinjiang Jiangsu Wan Card Hub Intelligent Computing Center Project" aims to build facilities for intelligent manufacturing and AI training, utilizing 4,500 domestically produced Ascend 910C-2 servers to support AI inference training needs [1] Group 2 - According to Minsheng Securities, the AI sector is at a critical turning point in its development, showcasing significant investment value as AI agents lead a software revolution [2] - The widespread application of AI technology is reshaping traditional industries such as fintech, education, smart vehicles, and intelligent manufacturing, enhancing efficiency and optimizing processes [2] - Policy support is strengthening, with the central bank's eight financial opening measures announced at the 2025 Lujiazui Forum, which include initiatives for digital currency and blockchain, creating a favorable environment for digital financial innovation [2]

Group 1 - The ChiNext Index rose over 1% on June 24, with the Shanghai Composite Index increasing by 0.22% and the Shenzhen Component Index rising by 0.71% [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) experienced a morning surge, increasing by 1.48%, with significant gains in constituent stocks such as Cambricon Technologies (up over 5%) and others [1] - The ETF has seen a net inflow of over 20 million yuan in the past two days, indicating strong investor interest [1] Group 2 - According to Dongfang Securities, ongoing policy uncertainty is expected to drive the localization of supply chains, benefiting companies in semiconductor equipment, materials, and EDA sectors [2] - Domestic wafer manufacturers and memory chip producers are likely to increase their procurement of localized products to ensure supply chain security and capacity construction [2] - Industrial growth in the AI sector is highlighted by the emergence of innovative applications such as HarmonyOS intelligent agents and Agentic AI, with significant advancements in chip production expected by 2025 [2]