Group 1 - The Core Point: The AI sector is experiencing fluctuations, with the Sci-Tech Innovation AI ETF (589010) down by 1.61%, reflecting a weak consolidation pattern in the market [1] - The ETF's performance shows that nearly 70% of its holdings are declining, with notable drops from companies like Cambrian and Optics Valley, while a few AI application stocks are performing well [1] - Microsoft is developing a toolkit to convert AI models from NVIDIA's CUDA to AMD's ROCm platform, aiming to provide more flexible and cost-effective computing options amid rising AI inference demands [1] Group 2 - Domestic software and hardware are entering a "user-friendly" phase, with a potential acceleration in replacement rhythms due to national policies promoting technological self-reliance [2] - The domestic AI chip market is rapidly emerging, with companies like Cambrian and Kunlun Chip reshaping the competitive landscape in the context of a global AI arms race [2] - The Sci-Tech Innovation AI 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 [2]