Core Insights - The A-share market experienced a slight recovery with the Shanghai Composite Index rising by 0.15% to 3370 points, while the Sci-Tech AI ETF (588790) showed a remarkable "V-shaped" reversal, closing at 0.622 yuan with a gain of 1.14% [1] Group 1: AI Industry Acceleration - The release of Nvidia's BlackwellUltra AI chip, built on a 3nm process, enhances training speed by 18 times and reduces energy consumption by 90%, marking a significant advancement in AI capabilities [2] - The AI application market in China is projected to exceed 1.2 trillion yuan by 2025, with industrial, medical, and financial sectors contributing over 60% of the growth [3] Group 2: Policy Support - The Chinese government has established a 300 billion yuan industry fund under the "AI+ Action Plan" to support foundational layers such as chips, algorithms, and data [4] Group 3: Sci-Tech AI ETF (588790) Overview - The Sci-Tech AI ETF (588790) has gained traction as a key investment vehicle for AI core assets, with a total scale exceeding 2.6 billion yuan since January 10 [1][5] - Key components of the ETF include companies like Cambricon (7nm chip production), Zhongji Xuchuang (28% global market share in optical modules), and Stone Technology (25% global market share in AI vacuum cleaners) [5] Group 4: Future Opportunities - The domestic AI chip production capacity is expected to expand by 300%, while the demand for optical modules is projected to grow by 50% annually [8] - The cost of industry-specific models is anticipated to decrease by 90%, enabling millions of small and medium enterprises to adopt intelligent solutions [8]