{"id":37261,"topic":"ai","source":"证券之星","title":"国产大模型调用量接连攀升，算力市场空间广阔，科创芯片ETF易方达（589130）年内规模增速领跑全市场 - 证券之星","url":"https://fund.stockstar.com/SS2026071500023439.shtml","url_hash":"fa7c964f60c560459bb44384119c010b9dbbd937","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMiYEFVX3lxTE9RT19WRGV0QktQdE9WeGpJOU9OUkpmTjJHSDFjNmtkbWhmTlFhNVBEMUV4QVFGdlBiSEFBQURuTlJtakcyUUpGZC1IR1FybzM4MThEY3JrZDZOOTVQUTNRcA?oc=5\" target=\"_blank\">国产大模型调用量接连攀升，算力市场空间广阔，科创芯片ETF易方达（589130）年内规模增速领跑全市场</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">证券之星</font>","content":"截至14:34，上证科创板芯片指数下跌5.4%，中证半导体材料设备主题指数下跌6.3%。同花顺iFinD数据显示，截至昨日，科创芯片ETF易方达(589130)最新规模达54.7亿元，较年初规模增长近19倍，规模增速居全市场ETF首位。\n根据OpenRouter口径，7月6-12日中国大模型周调用量达27.58万亿Token，环比增长17.61%，连续七周上升。国产AI芯片与国产模型Token增长形成共振，模型调用量的非线性爆发为国产AI芯片下半年出货加速提供了需求证据和业绩支撑，推理芯片需求正进入加速放量阶段。\n国盛证券研报指出，AI加速卡2024年全球市场已超1000亿美元，预计2028年将超5000亿美元，届时中国市场需求将超万亿人民币，占全球市场约30%。国产算力正逐步从“可用”走向“好用”，国内逐步建立从模型到系统到芯片的完整闭环，国产算力需求经历指数级增长，有望迎来供需双击的历史性机遇。\n科创芯片ETF易方达(589130，联接基金A/C：020670/020671)跟踪上证科创板芯片指数，聚焦科创板芯片设计、制造、封测等全产业链龙头；半导体设备ETF易方达(159558，联接基金A/C：021893/021894)跟踪中证半导体材料设备主题指数，聚焦半导体设备和材料环节，覆盖刻蚀、薄膜沉积等核心设备及硅片、抛光液等关键材料领域，助力投资者布局国产算力产业链投资机遇。","image_url":null,"lang":"zh","published_at":"2026-07-15T06:58:00+00:00","fetched_at":"2026-07-15T10:15:07+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"截至14:34，上证科创板芯片指数下跌5.4%，中证半导体材料设备主题指数下跌6.3%。同花顺iFinD数据显示，截至昨日，科创芯片ETF易方达(589130)最新规模达54.7亿元，较年初规模增长近19倍，规模增速居全市场ETF首位。\n根据OpenRouter口径，7月6-12日中国大模型周调用量达27.58万亿Token，环比增长17.61%，连续七周上升。国产AI芯片与国产模型Token增长形成共振，模型调用量的非线性爆发为国产A…","cluster_id":1740895,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://fund.stockstar.com/SS2026071500023439.shtml","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 599 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":599,"summary_length":221,"usable_text_length":599,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":599,"summary_length":221}},"news_item":{"id":37261,"canonical_url":"https://fund.stockstar.com/SS2026071500023439.shtml","source_url":"https://fund.stockstar.com/SS2026071500023439.shtml","title":"国产大模型调用量接连攀升，算力市场空间广阔，科创芯片ETF易方达（589130）年内规模增速领跑全市场 - 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