12月23日，A股市场震荡回调，硬科技板块逆势上涨。截至11:23，科创芯片50ETF（588750）涨1.38 %，冲击三连涨，盘中成交额超7900万元，小幅放量。 科创芯片50ETF（588750）标的指数成分股多数冲高，海光信息、寒武纪、沪硅产业涨超3%，拓荆科技、源杰科技等涨超1%，澜起科技等微涨。 【科创芯片50ETF（588750）标的指数前十大成分股】 | 序号 | 代码 | 名标 | 申万一致行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 688981 | 中心国际 | 电子 | -0.08% | 10.38% | | 2 | 688041 | 海光信息 | 电子 | 3.10% | 9.84% | | 3 | 688256 | 寒武纪-U | 电子 | 3.04% | 9.16% | | 4 | 688008 | 刷起科技 | 电子 | 0.76% | 8.08% | | 5 | 688012 | 中微公司 | 电子 | 0.00% | 7.00% | | 6 | 688072 | 拓荆科技 | 电子 | 1.2 ...

Group 1 - The core focus of the news is that Elon Musk's AI startup xAI is seeking to raise $12 billion in funding to expand its operations, primarily to purchase NVIDIA's latest AI chips and build a large data center for its AI chatbot Grok [1][3] - Over 80% of the funds will be allocated to NVIDIA's H200 series or its successor Blackwell architecture AI chips to meet the explosive demand for computational power required for Grok's model training [1][3] - The remaining funds will be used to construct a super-sized data center that will integrate thousands of NVIDIA GPUs, creating a high-performance computing cluster optimized for Grok [3] Group 2 - xAI plans to adopt an innovative "leasing model" to support its computing needs, aiming to reduce initial investment pressure and lower costs through scaled operations in the long term [3] - Since its launch, Grok has attracted attention for its "real-time access to X platform data" and unique "rebellious conversational style," although it still lags behind OpenAI's GPT-4o and Google's Gemini Ultra in terms of technical strength and performance [3] - This funding round is seen as Musk's strong bet on Grok's future development, indicating that the global AI competition has shifted from mere technological innovation to intense competition in capital and computing power [3]