AI产业链全线走强，乐鑫科技涨超10%，云天励飞涨超7%，寒武纪涨6%，带动科创AIETF(588790)涨3.65%，自4月9日以来，科创AIETF(588790)涨幅超50%。 消息面上，国务院印发《关于深入实施“人工智能+”行动的意见》，意见提出，强化智能算力统筹，支持人工智能芯片攻坚创新与使能软件生态培育，加快超大规模智算集群技术突破和工程落地。 寒武纪中报超预期，上半年营收飙升4347.82%，净利超10亿。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。 开通科创板门槛较高，很多投资者借道ETF参与。其中，科创AIETF(588790)年内资金净流入额50.29亿元，最新规模71.26亿元，均位居同指数第一。 科创AIETF覆盖人工智能产业上中下游全产业链，其中，半导体权重达47.8%，占据半壁江山，权重股包括寒武纪、金山办公、澜起科技、石头科技、芯原股份、恒玄科技等。
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