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AMD与OpenAI达成算力供应协议,科创AIETF(588790)涨超1%,芯原股份领涨
Xin Lang Cai Jing· 2025-10-09 02:30
Core Insights - The AI sector is experiencing significant growth, with the Shanghai Stock Exchange's Sci-Tech Innovation Board AI Index rising by 1.28% as of October 9, 2025, driven by strong performances from key stocks like Chipone Technology and Lattice Semiconductor [2] - OpenAI has made notable advancements, including the launch of its video generation model Sora 2.0, which is expected to revolutionize the video generation field [4] - Citigroup analysts have raised their AI capital expenditure forecast for 2026 from $420 billion to $490 billion, indicating a growth expectation of 24%, surpassing the current market consensus of 20% [3] Industry Developments - Ant Group's AI model Ring-1T, with a parameter count of 1 trillion, was announced as open-source on September 30, 2025, highlighting advancements in AI model capabilities [2] - OpenAI's partnership with major chip manufacturers like Samsung and SK Hynix for the "Stargate" project signifies a strategic move to enhance hardware support for AI applications [4] - The AI video generation market is projected to reach a trillion-dollar valuation, driven by the successful integration of social features in Sora 2, which has quickly topped the U.S. iOS app charts [6] Market Performance - The Sci-Tech AI ETF (588790) has shown strong performance, with a 2.56% increase over the last two weeks and a daily average trading volume of 747 million yuan over the past month, ranking first among comparable funds [2][8] - The ETF's assets have grown by 2.642 billion yuan over the past three months, indicating robust investor interest and confidence in the AI sector [8] - The top ten weighted stocks in the Sci-Tech AI Index account for 71.9% of the index, with companies like Lattice Semiconductor and Chipone Technology leading the way [9]
“AI+交通运输” 实施意见印发,智能产品“加速上路”,科创AIETF(588790)回调蓄势
Xin Lang Cai Jing· 2025-09-29 02:29
截至2025年9月29日 09:48,上证科创板人工智能指数下跌0.69%。成分股方面涨跌互现,奥普特领涨 2.64%,道通科技上涨2.04%,奥比中光上涨1.92%;合合信息领跌3.94%,航天宏图下跌3.60%,芯原股 份(688521)下跌2.88%。科创AIETF(588790)下跌0.83%,最新报价0.84元。拉长时间看,截至2025年9月 26日,科创AIETF近1周累计上涨3.30%。 流动性方面,科创AIETF盘中换手1.12%,成交7743.94万元。拉长时间看,截至9月26日,科创AIETF近 1月日均成交8.92亿元,排名可比基金第一。 【事件/资讯】 1、26日,国家发展改革委等6部门印发《关于加强数字经济创新型企业培育的若干措施》,其中提到: 强化算力资源供给,支撑深入实施"东数西算"工程。 2、26日,交通运输部等七部门印发《关于"人工智能+交通运输"的实施意见》,其中提到:加强行业算 力资源统筹,动态整合企业算力。 3、9月26日,摩尔线程IPO过会,公司主要产品是全功能GPU,是国内极少数兼顾图形渲染与AI计算的 国产GPU公司,公司拟募资80亿元,用于新一代自主可控AI训推 ...
以AI重构供应链,京东发布大模型落地成果,科创AIETF(588790)回调超1%
Xin Lang Cai Jing· 2025-09-26 02:22
Core Insights - The overall AI penetration rate in China remains relatively low, indicating significant growth potential for the industry as policies are implemented and model capabilities continue to evolve [5] - The current market focus is on AI-related hardware, with a lack of explosive products and clear business models in the downstream applications, leading to insufficient visibility in company performance [5] - The Sci-Tech Innovation AI ETF (588790) has shown significant growth in both scale and shares, reflecting strong investor interest in the AI sector [6][6] Event Updates - JD.com has entered the "mass production phase" of AI applications, launching three major AI products and showcasing four application scenarios at its global technology conference [4] - China has added three U.S. companies to its export control list and another three to its unreliable entity list, indicating ongoing regulatory tensions [4] ETF Performance - The Sci-Tech Innovation AI ETF has seen a recent decline of 1.72%, with a weekly increase of 4.19% as of September 25, 2025 [3] - The ETF has a turnover rate of 2.43% and a transaction volume of 171 million yuan, ranking first among comparable funds in terms of average monthly trading volume [3] Industry Developments - Over 70% of China's energy state-owned enterprises have integrated Alibaba's AI technology, covering a wide range of sectors including electricity, oil, and coal [4] - Intel showcased its next-generation Xeon processors at the 2025 Cloud Summit, utilizing new manufacturing processes and advanced packaging technologies to enhance performance and efficiency [4] Market Composition - The top ten weighted stocks in the Sci-Tech Innovation AI Index account for 71.66% of the index, with companies like Cambricon and Lanke Technology leading the list [7] - The ETF closely tracks the Sci-Tech Innovation AI Index, which includes 30 large-cap companies providing essential resources and technology for the AI industry [6]
OpenAI与英伟达宣布建立战略合作伙伴关系,科创AIETF(588790)回调超2%,成交额超3亿
Xin Lang Cai Jing· 2025-09-23 02:56
4、DeepSeek 线上模型升级至V3.1-Terminus版本,改进语言一致性及 Agent 能力。 5、近日,谷歌在光路交换机(OCS)技术领域取得新进展,正积极测试基于压电陶瓷(DLBS)的 OCS方案,以优化其 AI超算集群的网络性能。压电陶瓷 技术凭借光路直接传输无反射损耗、切换时延低至毫秒级等优势,成为继 MEMS 和数字液晶(DLC)后的重要技术路线。 【机构解读】 1、预计中国星门计划将大幅推动国内大规模AIDC基础建设。此外,2025年阿里云栖大会(9月24-26日)即将召开,聚焦AI、云计算、大数据等前沿领域, 预计进一步催化AIDC国内链关注度。 流动性方面,科创AIETF盘中换手3.2%,成交2.16亿元。拉长时间看,截至9月22日,科创AIETF近1月日均成交9.37亿元,居可比基金第一。 【事件/资讯】 1、OpenAI、英伟达宣布建立合作伙伴关系的意向书。OpenAI表示将于2026年下半年部署首批达1吉瓦(1GW)规模的英伟达(NVIDIA)系统。英伟达将向 OpenAI投资高达1000亿美元。OpenAI和英伟达将在未来几周内敲定细节。 2、据报道,"中国星际之门"计划旨在 ...
美团推出首款AI Agent产品,科创AIETF(588790)涨超1%,福昕软件、奥比中光领涨
Sou Hu Cai Jing· 2025-09-16 02:19
Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index rose by 1.30% as of September 16, 2025, with notable increases in constituent stocks such as Foxit Software (up 6.12%), Obsidian Technology (up 5.93%), and Star Ring Technology (up 4.87%) [3] - The Sci-Tech AI ETF (588790) increased by 1.09%, with the latest price at 0.83 yuan, and has accumulated a 6.06% increase over the past week as of September 15, 2025 [3] Group 2: Company Developments - Qualcomm launched the Snapdragon AR1+GEN1 chip for high-end smart glasses in June 2025, marking it as the world's first processor supporting on-device AI for AR glasses, transitioning them from "mobile accessories" to "independent smart terminals" [4] - Meituan introduced an AI Agent product named "Xiao Mei," which utilizes the self-developed LongCat-Flash-Chat model for local life services, including food delivery and restaurant recommendations [4] - NVIDIA announced the new Rubin CPX chip system, expected to launch by the end of 2026, designed for AI video generation and software development, offering 30 petaflops of floating-point operations and tripling attention acceleration compared to the previous GB300 NVL72 system [4] - Baidu's Kunlun chip is gaining traction, winning significant shares in China Mobile's AI server procurement project for 2025-2026, with orders reaching a scale in the billions [4] Group 3: Industry Insights - The rapid development of generative AI models and their application is driving the evolution of AI computing infrastructure, with leading companies expected to experience significant and certain growth due to strong commercial ties with clients [5] - The shift in AI paradigms from training to inference positions cloud computing as the core of AI processing, creating substantial demand primarily in the IaaS and MaaS layers, and potentially transforming cloud pricing models from resource-based to value-based [5] Group 4: ETF Overview - The Sci-Tech AI ETF (588790) is the largest product tracking the Sci-Tech Innovation Board Artificial Intelligence Index, with Cambricon Technologies as the top-weighted stock, and it covers key players like Haiguang Information, which holds a 70% market share in domestic GPUs [6] - The ETF has seen a significant increase in scale, with a growth of 168 million yuan over the past week, ranking second among comparable funds [6] - The ETF closely tracks the Sci-Tech Innovation Board Artificial Intelligence Index, which includes 30 large-cap companies providing foundational resources, technology, and application support for the AI industry [6] Group 5: Top Holdings - As of August 29, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board Artificial Intelligence Index include Cambricon Technologies, Lianqi Technology, and Kingsoft Office, collectively accounting for 71.66% of the index [7]
“人工智能+”加速释放强劲动能,科创AIETF(588790)盘初强势涨超3%,芯原股份领涨
Xin Lang Cai Jing· 2025-09-12 02:23
Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector, particularly the rise of the Sci-Tech Innovation Board AI Index and its constituent stocks, indicating a bullish trend in the market [3][4]. - The Sci-Tech AI ETF (588790) has shown significant growth, with a 7.74% increase over the past week and a trading volume of 1.02 billion yuan, reflecting high investor interest [3][5]. - The National Development and Reform Commission emphasizes the need for a supportive environment for AI innovation, including financial backing and the establishment of application pilot bases to enhance the AI ecosystem [4]. Group 2 - Chipmaker Chip Origin reported a record high in its order backlog, amounting to 3.025 billion yuan, with new orders of 1.205 billion yuan signed between July 1 and September 11, marking an 85.88% increase year-on-year [4]. - The AI hardware industry is expected to maintain high growth due to increasing demand for advanced computing power, with companies like NVIDIA leading the charge in hardware innovation [5]. - The top ten weighted stocks in the Sci-Tech Innovation Board AI Index account for 71.66% of the index, indicating a concentration of market influence among these key players [6].
推理型人工智能部署加速!科创AIETF(588790)近10个交易日合计“吸金”近10亿元,寒武纪红盘反弹
Xin Lang Cai Jing· 2025-09-05 02:26
Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index increased by 0.63% as of September 5, 2025, with notable gains from companies like Zhongke Xingtou (up 2.38%) and Cambricon (up 1.50%) [3] - The Sci-Tech AI ETF (588790) experienced a slight decline of 0.13%, with the latest price at 0.75 yuan, but has seen a cumulative increase of 3.31% over the past two weeks, ranking 3rd among comparable funds [3] Group 2: AI Equipment Procurement - China Mobile announced the results of its centralized procurement project for AI general computing devices (inference type) for 2025-2026, totaling over 5 billion yuan, with ZTE taking the lead at 885 million yuan [4] - The procurement involved approximately 7,058 AI general computing devices, with Huawei's Ascend ecosystem partners collectively securing about 3.4 billion yuan in contracts [4][5] Group 3: Industry Insights - The procurement results indicate a diversified landscape, with traditional server manufacturers like ZTE and Inspur winning contracts, while Huawei's Ascend accounted for over 70% of the computing power, amounting to 3 billion yuan [5] - Inference devices are crucial for AI application deployment, with increasing demand driven by various sectors such as short video platforms and industrial quality inspection [5] Group 4: ETF and Investment Opportunities - The Sci-Tech AI ETF is the largest product tracking the Sci-Tech Innovation Board Artificial Intelligence Index, with significant holdings in companies like Cambricon and Haiguang Information, which has a 70% market share in domestic GPUs [6][7] - Recent data shows a net outflow of 120 million yuan from the Sci-Tech AI ETF, but it has attracted a total of 978 million yuan over the past ten trading days [6]
回调布局?科创AIETF(588790)近5日“吸金”超13亿元!AI应用或迎窗口期
Sou Hu Cai Jing· 2025-09-03 01:50
Core Viewpoint - The news highlights significant developments in the AI sector, particularly focusing on the performance of the 科创AIETF and key corporate activities in the semiconductor and cloud computing industries, indicating a robust growth trajectory and investment opportunities in AI-related technologies. Group 1: ETF Performance - As of September 2, 2025, 科创AIETF (588790) has decreased by 3.17%, with a latest price of 0.82 yuan, but has seen a 3.65% increase over the past week [3] - The ETF recorded a turnover rate of 11.87% and a trading volume of 10.49 billion yuan, indicating active market participation [3] - Over the past week, the ETF's average daily trading volume was 14.66 billion yuan, ranking it first among comparable funds [3] Group 2: Corporate Developments - On August 28, 2025, 芯原股份 announced plans to acquire a stake in 芯来智融半导体科技有限公司 to enhance its RISC-VIP matrix, aiming for a comprehensive solution from processor cores to system-level integration [4] - Alibaba's cloud business reported a 26% year-on-year revenue increase to 334 billion yuan, significantly accelerating from the previous quarter's 18% growth, with AI-related product revenue achieving triple-digit growth for eight consecutive quarters [4] - Alibaba's capital expenditure (Capex) reached 386 billion yuan, exceeding market expectations, with over 1,000 billion yuan invested in AI infrastructure and product development over the past four quarters [4] Group 3: AI Market Trends - The Chinese AI sector is experiencing a dual resonance of models and applications, with Alibaba's strong cloud performance and significant Capex spending [6] - The Chinese government's recent policy emphasizes the goal of achieving over 90% AI penetration by 2030, indicating a strategic push towards an intelligent economy [6] - NVIDIA's latest financial report shows a surge in demand for AI, with expectations that AI infrastructure spending will reach 3 to 4 trillion USD by 2030, reinforcing the high demand for computing power in the AI industry [6] Group 4: ETF Metrics - Over the past week, 科创AIETF's scale increased by 9.98 billion yuan, with a notable growth in shares by 11.04 billion [8] - The ETF recorded a net inflow of 97.69 million yuan, with four out of the last five trading days showing net inflows totaling 1.359 billion yuan [8] - As of September 2, 2025, the ETF's net value has risen by 30.78% over the past six months, ranking 464 out of 3566 index equity funds [8] Group 5: Risk and Performance Metrics - The ETF's Sharpe ratio for the past month is 1.02, indicating a favorable risk-adjusted return [9] - The ETF's management fee is 0.50% and the custody fee is 0.10%, which are relatively low compared to comparable funds [10] - The tracking error for the ETF over the past month is 0.007%, the highest precision among comparable funds [11]
2104元!高盛上调寒武纪12个月目标价,科创AIETF(588790)交投活跃
Xin Lang Cai Jing· 2025-09-01 05:47
Group 1 - The A-share market saw a strong performance on September 1, with major indices rising and technology stocks gaining momentum, particularly the Sci-Tech AI ETF (588790), which experienced a quick surge of over 2% before retreating, with a trading volume exceeding 500 million yuan [1] - As of August 29, the Sci-Tech AI ETF has accumulated a rise of over 71% year-to-date, with net inflows of over 1.6 billion yuan in the last five trading days [1] - The performance of the Sci-Tech Board AI index component stocks was mixed, with notable gains from companies like CloudWalk Technology (up over 3%) and declines from companies like Cambricon (down over 6%) [1] Group 2 - Goldman Sachs has a positive outlook on Cambricon, raising its 12-month target price by 14.7% to 2104 yuan, citing strong Q2 performance and increased AI chip shipments [2] - Alibaba's Q1 FY2025 report showed total revenue of 247.65 billion yuan (up 2% year-on-year), with net profit soaring by 76% to 42.38 billion yuan, focusing on "AI + Cloud" and consumer sectors [2] Group 3 - Huatai Securities indicates that the extension of tariff exemptions and expectations of Federal Reserve rate cuts may improve risk appetite, with a shift towards fundamentals expected in the medium term [3] - The TMT sector's trading volume has surpassed 40%, reflecting a high demand for capital allocation following rapid price increases [3] - Domestic computing power investments have surged, with hardware stocks like optical modules and servers seeing gains of over 100% since June [3] Group 4 - The Sci-Tech AI ETF (588790) and its linked funds are leading products in the market, with Cambricon as the largest weighted stock, benefiting from strong policy support for domestic chip penetration [4] - Investors can use this ETF to gain exposure to the entire AI industry chain, including hardware, models, and applications [4]
“寒王”主动降温!今年狂“吸金”60亿的科创AIETF(588790)探底回升
Ge Long Hui A P P· 2025-08-29 02:54
科创AIETF(588790)覆盖人工智能产业上中下游全产业链,其中半导体权重达47.8%,第一权重股寒武 纪占比就高达18.31%,如此高"寒武"含量吸引资金强势买入,科创AIETF(588790)昨日单日就净流入 7.58亿元,年内净流入规模61.19亿元,最新规模90.08亿元,均稳居位居同指数第一。 消息面上:①寒武纪发布股票交易风险提示,存在供应链稳定风险。②东芯股份今日起开始停牌,预计 停牌不超过3天,原因是因股价严重异常波动。 格隆汇8月29日|经过昨日狂飙大涨后,今日半导体板块全线回调,恒玄科技跌5.67%,寒武纪跌 4.46%,而科创AIETF(588790)探底回升,从最深3%跌幅缩窄为1.15%,跌幅处同标的最低,该ETF4月8 日-8月29日累计涨幅高达70%,属于良性回调。 但中芯国际和华虹半导体25Q2业绩均高于指引,前者上半年营收同比增22%,净利增35.6%,该公司表 示渠道加紧备货、补库存预计将持续到三季度,印证半导体产业景气度高。叠加"人工智能+"政策落 地,国内AI大模型频频取得突破、国产AI芯片、国产交换芯片性能持续提升,芯片有望得到持续发 展。 ...