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AI算力板塊繼續沸騰,創業板人工智能ETF南方(159382)大升4.49%,位居同標的產品第一
格隆匯 08-18 10:23
CPO板塊今日繼續爆發,方正科技、騰景科技升停,鋭捷網絡超14%,光庫科技、中際旭創等跟升,帶動創業板人工智能ETF南方(159382)大升4.49%,位居同標的產品第一。消息面上:①OpenAI創始人近期表示未來計劃籌集數萬億美元建造數據中心,。②華為昇騰計算領域副總裁劉偉表示,2025年下半年,昇騰將實施從低算力到高算力全面覆蓋邊端場景的策略,昇騰CANN架構2025年底將完成A2版本開源。③國家數據局表示,我國數字基礎設施處於世界領先地位,算力總規模位居全球第二。④2025下半年,隨着GPT5等更多大模型密集發佈,有望推升AI推理的算力需求持續爆發。創業板人工智能ETF南方(159382)聚焦人工智能產業鏈,同時囊括硬件設備端和軟件應用端,分佈在5個行業計算機、通信、電子、傳媒以及國防軍工,科技濃度高,成分股的CPO含量超30%,位居人工智能類指數之首。創業板人工智能ETF南方(159382)備受資金追捧,近5個交易日有3日迎來資金淨流入,Wind數據顯示今日盤中繼續迎來資金淨申購。中金研報稱,增量資金加速入市,本輪行情有望延續,A股彈性優於港股,建議關注景氣高且有業績驗證的AI/算力。
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