字节VS阿里，将正面对决？“春节AI竞赛”提前开幕！科创人工智能ETF逆市拉升1.4%，思看科技一字涨停

新浪基金01-30

今日（1月30日）重点布局国产AI产业链的科创人工智能ETF（589520）下探回升，场内价格现涨1.46%，值得关注的是，此前两日连续获资金净流入，合计金额1472万元。　　成份股方面，思看科技一字涨停，澜起科技涨超13%，芯原股份涨逾7%，星环科技、天准科技、云天励飞等个股大幅跟涨。　　消息面上，国产大模型密集发布，“春节AI竞赛”提前开幕。DeepSeek开源新的OCR2模型、...

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Return Asian Equity AM DIS H2-SGD"},"translate_title":"Byte VS Ali, will they face each other head-on? \"Spring Festival AI Competition\" opens ahead of schedule! The Science and Technology Innovation Artificial Intelligence ETF bucked the market and rose by 1.4%, with a daily limit of Sikan Technology","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"589520":1.96,"688583":1.91,"BABA":1.87,"09988":1.87},"content_text":"今日（1月30日）重点布局国产AI产业链的科创人工智能ETF（589520）下探回升，场内价格现涨1.46%，值得关注的是，此前两日连续获资金净流入，合计金额1472万元。\n\n　　成份股方面，思看科技一字涨停，澜起科技涨超13%，芯原股份涨逾7%，星环科技、天准科技、云天励飞等个股大幅跟涨。\n\n　　消息面上，国产大模型密集发布，“春节AI竞赛”提前开幕。DeepSeek开源新的OCR2模型、Kimi发布并开源KimiK2.5模型、阿里发布千问旗舰推理模型Qwen3-Max-Thinking。\n　　值得关注的是，字节与阿里拟于2026年2月中旬春节假期同步发布新一代AI模型（字节豆包2.0多模态矩阵、阿里Qwen3.5），这是双方在C端应用入口、B端云服务与AI生态主导权上的正面决战，将重塑中国AI应用格局并拉动上游算力需求。\n　　国海证券认为，阿里、字节等头部玩家生态化竞争下，中小型AI应用有望加速接入巨头生态换取流量，或聚焦垂直领域开拓新空间。基于行业生态化、场景化演进带来的结构性机遇。\n　　值得关注的是，科创人工智能ETF（589520）标的指数全面覆盖应用软件、终端应用、终端芯片、云端芯片四大环节，AI产业链正由云端向边缘侧发展，从依赖海外技术向自主可控发展，科创人工智能方向受益于端侧芯片、软件AI化进程提速，更契合AI产业链当下现状，或具备更大潜力。\n\n　　【国产替代之光，科创自立自强】\n　　顶层部署“人工智能+”行动，AI作为核心技术，实现自主可控至关重要。科创人工智能ETF（589520）及其联接基金（联接A：024560，联接C：024561）重点布局国产AI产业链，成份股囊括国产GPU龙头（如寒武纪），国产ASIC龙头（如芯原股份）、AI应用龙头（如金山办公），前十大重仓股权重占比近七成，半导体行业权重占比近一半，具备较强进攻性；软件行业权重占比超三成，有望受益于AI应用补涨行情。同时，该ETF是融资融券标的，是一键布局国产算力的高效工具。\n　　风险提示：科创人工智能ETF及其联接基金被动跟踪上证科创板人工智能指数，该指数基日为2022.12.30，发布于2024.7.25，该指数2023年、2024年的年度涨跌幅分别为：12.68%、32.36%，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。本文中提及的个股、指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估科创人工智能ETF华宝的风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨赐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607580093","isCrawlerRequest":true}