英伟达Blackwell人工智能工厂
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现代汽车牵手英伟达 Blackwell,要让移动出行 “智” 变未来!科创人工智能ETF华夏(589010) 午后震荡整理,AI板块承压但资金布局意愿犹存
Mei Ri Jing Ji Xin Wen· 2025-11-03 08:04
Core Viewpoint - The Sci-Tech Innovation Artificial Intelligence ETF (589010) is experiencing a weak consolidation pattern, with a recent price of 1.416 yuan, down 1.39% from the previous close, indicating a mixed performance among its holdings [1] Group 1: ETF Performance - The ETF saw a net inflow of approximately 335 million yuan over the past five days, reflecting continued investor interest in the AI sector [1] - Among the holdings, 11 stocks rose while 19 fell, showing significant structural differentiation; notable gainers included Xinghuan Technology, Haitai Ruisheng, and Obsidian Light, each with gains exceeding 3% [1] Group 2: Market Trends - Modern Automotive Group announced the use of NVIDIA's Blackwell AI factory to support its AI-driven mobility solutions fleet, highlighting the integration of advanced AI technologies in the automotive sector [1] - According to Galaxy Securities, the demand for massive computing power is driving investments in cloud computing infrastructure, high-performance GPU servers, edge computing devices, and specialized ASICs, indicating a shift towards hardware infrastructure to meet expanding computing needs [1] Group 3: ETF Characteristics - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [1] - 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 [1]