{"id":174271,"date":"2026-08-01T20:43:07","date_gmt":"2026-08-01T12:43:07","guid":{"rendered":"https:\/\/www.gocpmall.com\/?p=174271"},"modified":"2026-08-01T20:43:07","modified_gmt":"2026-08-01T12:43:07","slug":"ai%e5%ba%94%e7%94%a8%e7%ab%af%e6%8e%80%e6%b6%a8%e5%81%9c%e6%bd%ae%ef%bc%81%e7%a7%91%e5%88%9b%e5%88%9b%e4%b8%9a%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bdetf%e6%98%93%e6%96%b9%e8%be%be%ef%bc%88159140%ef%bc%89","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=174271","title":{"rendered":"AI\u5e94\u7528\u7aef\u6380\u6da8\u505c\u6f6e\uff01\u79d1\u521b\u521b\u4e1a\u4eba\u5de5\u667a\u80fdETF\u6613\u65b9\u8fbe\uff08159140\uff09\u6da88.48%\uff0c\u6606\u4ed1\u4e07\u7ef4\u7b4920\u4f59\u80a1\u6da8\u505c _ \u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

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截至2026年7月31日11:18，科创创业人工智能ETF易方达（159140）高开高走，盘中涨幅达8.48%，报1.266元，盘中最高触及1.29元，最低1.246元，成交额突破7018万元，成交量达5520万份，换手率显著放大，做多资金持续涌入。 今日科创创业人工智能板块持续走强，催化因素主要包括以下几个方面。首先，隔夜美股科技板块全线暴涨，费城半导体指数单日暴涨9%，微软单日市值暴增3万亿元，苹果、亚马逊业绩双双超预期，亚马逊宣布将全年资本支出上调至2200亿美元，AI算力基础设施建设需求持续井喷，海外科技股的强势表现直接点燃A股人工智能板块做多热情。其次，AI应用端今日再度拉升，昆仑万维等20余股涨停，MiniMax H3正式发布标志着视频生成正式进入生产力时代，OpenAI近期大幅下调两款AI模型价格降幅高达80%，”Token价格战”持续升温，AI应用成本持续下降推动商业化进程加速。再次，国家发改委今日表示人工智能相关行业保持30%以上的高增长，机构测算”十五五”时期算力网建设将新增直接投资4万亿元，发改委还提出将加快人工智能法的立法进程，政策层面持续加码AI产业，为板块提供了坚实的中长期基本面支撑。此外，科创50指数涨超5.74%，创业板指涨超4.46%，沪深两市成交额突破1.5万亿元较上一日同时段放量超3400亿元，市场量能充沛，资金加速涌入科技成长赛道。AI硬件板块全线反攻，CPO概念集体反弹，新易盛涨超15%，PCB概念持续活跃，算力租赁概念表现强势，AI产业链上下游形成共振式上涨，韩国KOSPI指数暴涨17%刷新历史最大单日涨幅纪录、SK海力士涨超29%，进一步印证了全球AI算力投资的强劲需求。 机构认为，中信证券研报指出，AI正成为本轮全球半导体产业周期的核心驱动力，带动全球晶圆厂资本开支进入新一轮上行周期，先进逻辑与先进存储形成扩产共振，预计2028年全球半导体设备市场规模将超过2900亿美元，中国半导体产业受益于AI与国产替代双重催化。东莞证券在2026年下半年投资策略中表示，AI算力需求持续高景气叠加关键领域国产替代加速推进，双重因素驱动板块业绩增长，建议围绕AI算力、AI存力、先进封装等环节布局。华鑫证券指出，ASML二季度业绩全面超预期，大幅上调2026年全年营收指引至450亿欧元，印证AI相关设备投资需求强劲。 关联产品：科创创业人工智能ETF易方达（159140）
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