东方证券认为，"人工智能+"顶层规划与文件的发布，将对AI应用的发展与落地起到积极推动作用，在 此过程中，算力、数据等基础支撑和保障也将得到强化，AI出海由于广阔的市场空间和更好的商业化 预期，也有望成为产业热点。 8月28日，芯片股再度爆发，中芯国际涨超12%股价创历史新高，寒武纪盘中涨超7%股价续创新高，瑞 芯微一度涨停。相关ETF中，芯片50ETF（159560）盘中一度大涨超5%，现涨幅稍有回落，当前换手 率超12%，盘中交投活跃。 芯片50ETF（159560）紧密跟踪中证芯片产业指数，该指数选取业务涉及芯片设计、制造、封装与测试 等领域，以及为芯片提供半导体材料、晶圆生产设备、封装测试设备等物料或设备的上市公司证券作为 指数样本，以反映芯片产业上市公司证券的整体表现。Wind金融终端数据显示，该指数前十大权重股 包括中芯国际、寒武纪-U、北方华创、海光信息等半导体龙头股。 此外，芯片50ETF（159560）还配置了场外联接基金(A：024972；C：024973)。 消息面上，国务院8月26日印发《关于深入实施"人工智能+"行动的意见》，其中提出，强化智能算力统 筹。支持人工智能芯片攻坚创新与使 ...

Group 1 - The semiconductor industry is experiencing a significant surge, with major stocks like Haiguang Information and Cambricon seeing over 10% increases, and a net inflow of over 7 billion yuan into the sector [1] - The CSI Chip Industry Index rose by over 9%, while the Chip 50 ETF surged by more than 9%, with trading volume exceeding 16 million yuan [1] - Positive news for artificial intelligence is driving the market, including the release of DeepSeek-V3.1, which utilizes UE8M0 FP8 Scale parameters designed for next-generation domestic chips [1] Group 2 - According to a report from Founder Securities, the strongest theme in the semiconductor sector is self-sufficiency, with improvements across AI computing power, manufacturing, and testing [2] - The trend in the analog IC sector is characterized by increased volume and stable prices, which is a core aspect of self-sufficiency [2] - The Chip 50 ETF closely tracks the CSI Chip Industry Index, which includes companies involved in chip design, manufacturing, packaging, testing, and related materials and equipment [2]