刚刚，"新股王"诞生！寒武纪股价盘中大涨10%，报1462元，股价超越贵州茅台，成为A股新股王寒武纪本月 涨幅超100%，2023年至今累计涨幅超2500%，总市值超6000亿元。 AI产业链彻底引爆！ 消息面上，寒武纪业绩爆表！公司昨晚发布半年报显示，2025年上半年实现营收28.81亿元，同比增长 4347.82%:;净利润10.38亿元，而去年同期亏损5.3亿元，同比实现扭亏为盈。 政策方面，国务院印发《关于深入实施"人工智能+"行动的意见》，到2027年，率先实现人工智能与6大重点领 域广泛深度融合，新一代智能终端、智能体等应用普及率超70%，智能经济核心产业规模快速增长，人工智能 在公共治理中的作用明显增强，人工智能开放合作体系不断完善。到2030年，我国人工智能全面赋能高质量发 展，新一代智能终端、智能体等应用普及率超90%，智能经济成为我国经济发展的重要增长极，推动技术普惠 和成果共享。到2035年，我国全面步入智能经济和智能社会发展新阶段，为基本实现社会主义现代化提供有力 支撑。 AIETF富国涨超7%，科创人工智能ETF华夏、科创板人工智能ETF、科创人工智能ETF、科创AIETF、科创人工 ...

消息面上，昨日，国务院印发《关于深入实施"人工智能+"行动的意见》（以下简称《意见》），提出到2030年，我国人工智能 全面赋能高质量发展，新一代智能终端、智能体等应用普及率超90%，智能经济成为我国经济发展的重要增长极，推动技术普 惠和成果共享。此次《意见》围绕科学技术、产业发展、消费提质、民生福祉、治理能力、全球合作等六个方面组织实施"人工 智能+"重点行动，为相关工作绘制了清晰的路线图。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 589380 | AIETF富国 | 1.495 | 0.104 | 7.48% | | 588930 | 科创板人工智能ETF | 1.665 | 0.111 | 7.14% | | 589010 | 科创人工智能ETF华夏 | 1.498 | 0.099 | 7.08% | | 588730 | 科创人工智能ETF | 1.553 | 0.099 | 6.81% | | 589520 | 科创人工智能ETF华宝 | 1.276 | 0.082 | 6.87% | | 588760 | 人工 ...

今日早盘，AI方向表现强势，其中AI芯片、AI语料、AI智能体等板块涨幅居前，截至发稿，创业 板人工智能ETF富国（159246）盘中涨幅达5.01%，AIETF富国（589380）盘中涨幅达4.89%。其中创业 板人工智能ETF富国成分股中科创达涨超16%，长芯博创涨超13%。 消息面上，《关于深入实施"人工智能+"行动的意见》提出加快实施6大重点行动，包括"人工智能 +"科学技术、产业发展、消费提质、民生福祉、治理能力、全球合作。另外《意见》要求强化8项基础 支撑能力，并强调党的领导和统筹协调，确保"人工智能+"行动落地见效。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 相关机构分析指出，此次政策将成为AI产业链的强心针，类似2015年的"互联网+"政策，从上游算 力到中游模型再到下游的AI应用有望迎来需求与渗透的全面提升，对应产品都有相应联接基金（A类 02 ...

格隆汇8月27日｜A股三大指数早盘集体上涨，截至午盘，沪指涨0.33%，深成指涨1.34%，指涨2.41%，北证50指数跌0.03%，沪深京三市半日成交额17463 亿元，较上日放量469亿元。全市场超2200只个股上涨。板块题材方面，半导体、CPO、AI眼镜、液冷服务器等AI产业链板块领涨；白酒、煤炭、教育、板 块跌幅居前。 ETF方面，人工智能产业链爆了！银华基金科创板人工智能ETF、AIETF富国、博时基金科创AIETF和科创人工智能ETF华夏分别涨7.66%、7.48%、7.42%和 7.36%。芯片板块全线回暖，国联安基金科创芯片设计ETF、嘉实基金科创芯片ETF分别涨6.74%和5.77%。 创新药板块继续回调，恒生创新药ETF、港股通创新药ETF和港股通创新药ETF工银分别跌2.03%、1.84%和1.83%。白酒板下挫，酒ETF跌1.59%。房地产板 块走低，房地产ETF基金跌1.21%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明 示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news ...

市场全天震荡调整，三大指数涨跌不一。从板块来看，消费电子概念股逆势走强，农业、游戏股表现活跃。下跌方面，稀土永磁概念股展开调整。 ETF上涨方面，农业相关ETF涨近3%。 | 代码 | 名称 | 现价 | 。 涨跌幅 | 估算规 | | --- | --- | --- | --- | --- | | 562900 SH | 农业ETF易方达 | 0.841 | 2.94% | | | 159728.SZ | 在线消费ETF | 1.022 | 2.92% | | | 159825.SZ | 农业ETF | 0.816 | 2.9% | | | 516810.SH - 农业50ETF | | 0.831 | 2.85% | | | 516670.SH | 畜牧养殖ETF | | 0.74 2.78% | | | 159865.SZ | 养殖ETF | 0.669 | 2.61% | | | 159827.SZ | 农业50ETF | 0.876 | 2.58% | | | 516770.SH | 游戏ETF华泰柏瑞 | 1.556 | 2.57% | | | 159867.SZ | 畜牧ETF | | 0.68 ...

Market Overview - A-shares experienced a slight decline with the Shanghai Composite Index down by 0.33%, Shenzhen Component Index down by 0.22%, and ChiNext Index down by 0.23%, with a total trading volume close to 1.8 trillion yuan [1] ETF Performance - The leading ETF in terms of growth was the Science and Technology Innovation Index ETF managed by Harvest, which surged by 20.04% [2] - Other notable gainers included various AI-related ETFs, with increases ranging from 4.20% to 4.81% [2] Sector Analysis - Guosen Securities highlighted that TSMC anticipates strong AI demand and a moderate recovery in non-AI demand, raising its annual revenue growth forecast from approximately 25% to 30% [3] - The semiconductor sector is expected to benefit from a favorable macroeconomic policy cycle, inventory cycle, and AI innovation cycle, leading to valuation expansion [3] - CICC predicts that generative AI technology will deepen its penetration in the second half of 2025, improving the competitive landscape and accelerating domestic substitution in the semiconductor and components industry [3] ETF Declines - Infrastructure and building materials ETFs experienced significant declines, with the leading infrastructure ETF down by 3.06% [5] - The recent announcement of large-scale infrastructure projects, including the Yarlung Tsangpo River hydropower project, is expected to stimulate demand in related sectors such as cement and construction materials [6][4] Trading Activity - The trading volume for money market ETFs saw a rebound, with the top performer being the Yinhua Daily ETF, achieving a transaction volume of 23.16 billion yuan [7] - The turnover rate for the Hong Kong Medical ETF reached 620%, indicating high trading activity [8] Upcoming ETF Launches - Three new ETFs will begin fundraising on July 28, 2025, focusing on Hong Kong consumer and technology sectors [8] - Four ETFs are set to be listed on the same day, including the Aviation ETF and Cash Flow ETF, which track various indices related to aviation and cash flow [9]

Core Insights - The Chinese Academy of Sciences has launched the world's first AI-based processor chip design system named "Enlightenment," which automates the entire design process from hardware to basic software, achieving performance comparable to human experts [1] - This technological breakthrough is expected to accelerate the self-sufficiency of domestic computing power chips and significantly boost the development of China's AI industry [1] Industry Overview - The AI ETF by FuGuo, which tracks the Sci-Tech AI Index, focuses on 30 selected AI companies on the Sci-Tech Board, particularly in critical areas like chips and cloud computing, which are essential for achieving self-sufficiency in AI [1] - The Sci-Tech AI Index covers the entire AI industry chain, with a strong emphasis on upstream infrastructure, where companies like Cambricon, Lattice Semiconductor, and Chipone dominate, indicating a significant potential for technological breakthroughs in the semiconductor sector [2] Historical Performance - The Sci-Tech AI Index has shown a remarkable performance since its inception, with a return of 62.60% as of June 12, 2025, outperforming other AI indices and the Sci-Tech 50 Index [2] - The index's higher elasticity compared to mainstream AI indices highlights its effectiveness in capturing investment opportunities in the rapidly growing domestic AI sector [2] Future Outlook - The investment logic in the AI industry is shifting from storytelling to performance, with expected revenue growth rates for the Sci-Tech AI Index at 34%, 18%, and 22% from 2025 to 2027, and net profit growth rates at 102%, 47%, and 32% respectively [3] - FuGuo Fund, with over 16 years of experience in quantitative investment, is well-positioned to support the new fund's operations, offering a diverse range of investment products and strategies [3]