{"id":84197,"topic":"ai","source":"jiemian.com","title":"科创创业人工智能ETF鹏华(588410)标的指数均涨近1%，华为预计2035年全球Token消耗量将增长10万倍| 界面新闻 - jiemian.com","url":"https://m.jiemian.com/article/15105877.html","url_hash":"8c9530ebe468e438654704a2f9276c0c31e51dd8","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMiVkFVX3lxTE11UnBjVWcycnFBWlZpYURfYmtMQWFfOFJneVVXd1V1WEx2SmdmQVJ0S3d6dzFONHdGSmkwQTJRdUxQeFpKTWJhem5YMHVIa2owQU5wRjZn?oc=5\" target=\"_blank\">科创创业人工智能ETF鹏华(588410)标的指数均涨近1%，华为预计2035年全球Token消耗量将增长10万倍| 界面新闻</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">jiemian.com</font>","content":"消息面上，华为正式发布《智能世界2035：从愿景到行动》与《全球数智化指数（GDII）2026》两大研究成果。报告指出，Agentic AI正推动数字世界从“以应用为中心”走向“以智能体为中心”。智能体持续感知环境、自主推理决策、动态调用工具、实时与人交互，每一步都伴随着Token的大规模生成与高频流转。报告预测，到2035年，全球年度Token消耗量将增长10万倍，其中智能体流量占比超过90%，对算力、网络和云提出了远超传统互联网应用的要求。\n上海证券指出，算力需求拉动Token经济，算力网持续织密。目前，中国算力平台算力超市运营层已汇聚注册企业用户超万家，入驻算力服务商逾200家，上架算力产品2000余项，接入各类大模型超300个，为广大开发者提供算力调用服务。建议关注国产AI芯片、超节点整机、算租/AIDC等。\n截至2026年9月17日 09:36，科创AIETF鹏华(589090)标的指数上证科创板人工智能指数(950180)上涨0.96%，成分股云天励飞上涨4.20%，芯原股份上涨4.05%，优刻得上涨2.16%，沐曦股份上涨1.98%，聚辰股份上涨1.73%。科创创业人工智能ETF鹏华(588410)标的指数中证科创创业人工智能指数(932456)强势上涨1.01%。\n科创AIETF鹏华(589090)紧密跟踪上证科创板人工智能指数，上证科创板人工智能指数从科创板市场中选取30只市值较大的为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。\n数据显示，截至2026年8月31日，上证科创板人工智能指数(950180)前十大权重股分别为海光信息、芯原股份、澜起科技、寒武纪、金山办公、晶晨股份、石头科技、复旦微电、龙芯中科、奥比中光，前十大权重股合计占比69.06%。\n科创AIETF鹏华(589090)，场外联接(A：026787；C：026788)。","image_url":null,"lang":"zh","published_at":"2026-09-17T02:03:15+00:00","fetched_at":"2026-09-17T02:15:07+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"消息面上，华为正式发布《智能世界2035：从愿景到行动》与《全球数智化指数（GDII）2026》两大研究成果。报告指出，Agentic…","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://m.jiemian.com/article/15105877.html","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 829 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":829,"summary_length":68,"usable_text_length":829,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":829,"summary_length":68}},"news_item":{"id":84197,"canonical_url":"https://m.jiemian.com/article/15105877.html","source_url":"https://m.jiemian.com/article/15105877.html","title":"科创创业人工智能ETF鹏华(588410)标的指数均涨近1%，华为预计2035年全球Token消耗量将增长10万倍| 界面新闻 - jiemian.com","source_name":"jiemian.com","author":null,"published_at":"2026-09-17T02:03:15+00:00","locale":"zh","topic":"ai","tags":[],"rss_summary":"<a href=\"https://news.google.com/rss/articles/CBMiVkFVX3lxTE11UnBjVWcycnFBWlZpYURfYmtMQWFfOFJneVVXd1V1WEx2SmdmQVJ0S3d6dzFONHdGSmkwQTJRdUxQeFpKTWJhem5YMHVIa2owQU5wRjZn?oc=5\" target=\"_blank\">科创创业人工智能ETF鹏华(588410)标的指数均涨近1%，华为预计2035年全球Token消耗量将增长10万倍| 界面新闻</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">jiemian.com</font>","full_text":"消息面上，华为正式发布《智能世界2035：从愿景到行动》与《全球数智化指数（GDII）2026》两大研究成果。报告指出，Agentic AI正推动数字世界从“以应用为中心”走向“以智能体为中心”。智能体持续感知环境、自主推理决策、动态调用工具、实时与人交互，每一步都伴随着Token的大规模生成与高频流转。报告预测，到2035年，全球年度Token消耗量将增长10万倍，其中智能体流量占比超过90%，对算力、网络和云提出了远超传统互联网应用的要求。\n上海证券指出，算力需求拉动Token经济，算力网持续织密。目前，中国算力平台算力超市运营层已汇聚注册企业用户超万家，入驻算力服务商逾200家，上架算力产品2000余项，接入各类大模型超300个，为广大开发者提供算力调用服务。建议关注国产AI芯片、超节点整机、算租/AIDC等。\n截至2026年9月17日 09:36，科创AIETF鹏华(589090)标的指数上证科创板人工智能指数(950180)上涨0.96%，成分股云天励飞上涨4.20%，芯原股份上涨4.05%，优刻得上涨2.16%，沐曦股份上涨1.98%，聚辰股份上涨1.73%。科创创业人工智能ETF鹏华(588410)标的指数中证科创创业人工智能指数(932456)强势上涨1.01%。\n科创AIETF鹏华(589090)紧密跟踪上证科创板人工智能指数，上证科创板人工智能指数从科创板市场中选取30只市值较大的为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。\n数据显示，截至2026年8月31日，上证科创板人工智能指数(950180)前十大权重股分别为海光信息、芯原股份、澜起科技、寒武纪、金山办公、晶晨股份、石头科技、复旦微电、龙芯中科、奥比中光，前十大权重股合计占比69.06%。\n科创AIETF鹏华(589090)，场外联接(A：026787；C：026788)。","excerpt":"消息面上，华为正式发布《智能世界2035：从愿景到行动》与《全球数智化指数（GDII）2026》两大研究成果。报告指出，Agentic…","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 829 characters.","diagnostics_url":"/api/diagnose?url=https%3A//m.jiemian.com/article/15105877.html","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 829 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":829,"summary_length":68,"usable_text_length":829,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":829,"summary_length":68}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"科创创业人工智能ETF鹏华(588410)标的指数均涨近1%，华为预计2035年全球Token消耗量将增长10万倍| 界面新闻 - 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