戴尔 "AI 工厂 2.0" 来袭,联合英伟达、AMD、英特尔打造端到端 AI 新生态!科创人工智能ETF华夏(589010) 承压调整,关注情绪修复节奏!

中金财经
Oct 16, 2025

  截至14:19,科创人工智能ETF(589010) 跌幅1.39%,同步上证科创AI指数弱势整理。盘面上开盘即高走后震荡下行,跌破均线后在低位横盘整理,技术上仍处于短期调整阶段。成交额约1.20亿元,交投趋于谨慎。持仓股中仅4只上涨、26只下跌,合合信息寒武纪相对坚挺,云从科技中科星图奥比中光领跌。近五日资金面总体仍保持正向净流入态势,显示市场长期配置意愿未明显转弱。消息方面,戴尔在SC24大会上推出升级版"AI工厂2.0"方案,联合英伟达AMD英特尔等厂商打造覆盖GPU芯片(含黑威Ultra)、存储系统、边缘计算设备的端到端AI解决方案。该生态已实现从原型开发到大规模训练的全流程支持,其管理型服务模式使企业可降低部署门槛。2025年戴尔AI基础设施业务创历史新高,验证型架构需求激增印证AI正重塑企业运营底层逻辑。银河证券研报表示,英伟达、OpenAI、阿里等全球AI巨头同频加速投入算力底座及生态建设,一方面验证了当前市场需求旺盛,AI商业化正在加速落地逐渐形成商业闭环;另一方面也对全球AI基础设施投资注入了信心,未来AI将有望在医疗、教育、科研、产业等更多场景全面落地。科创人工智能ETF华夏(589010)紧密跟踪上证科创板人工智能指数,覆盖全产业链优质企业,兼具高研发投入与政策红利支持,20%涨跌幅与中小盘弹性助力捕捉AI产业“奇点时刻”。    

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