{"id":84241,"topic":"ai","source":"新浪财经","title":"财中ETF风向标｜苹果被曝研发M8 Ultra AI推理服务器｜人工智能早参 - 新浪财经","url":"https://cj.sina.com.cn/articles/view/7935425109/1d8fcfa5502001lmnu","url_hash":"cff4577b7fa03db35dcc6850db881c3aaa398206","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMib0FVX3lxTE44VWN5WXZuUmNjRURweXB0STJlOE5FQlpiVkswQ2NhdldRMmtjT3N2V3dyWUZodmZmOWZjckdiYWhPcTg2TzdzcGJpVWdPMjlTTzIzcW80N3R0VzRESklhc1V3Wk0tbWZWb0lNWXNjSQ?oc=5\" target=\"_blank\">财中ETF风向标｜苹果被曝研发M8 Ultra AI推理服务器｜人工智能早参</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">新浪财经</font>","content":"截至9月16日收盘，沪指上涨0.71%。人工智能ETF易方达（159819）上涨3.42%，成交额4.63亿元，主力资金净流入5101万元；机器人ETF华夏（562500）上涨0.66%，成交额3.43亿元，主力资金净流出1126万元；创业板人工智能ETF华宝（159363）上涨3.8%，成交额9.88亿元，主力资金净流入3320万元。\n消息面上，苹果被曝重返企业服务器市场，正研发M8 Ultra AI推理服务器，或引入英伟达NVLink Fusion互联技术。与此同时，联合国秘书长古特雷斯呼吁全球协同行动，为人工智能设立护栏，称人工智能开发速度超出人类对风险的认知。\n机构观点方面，长江证券指出，光迅科技(002281)26H1营收66.10亿元，同比增26.1%，归母净利5.82亿元，同比增56.3%，Q2业绩延续高增，主要受传输业务及海外收入双轮驱动，1.6T光模块具备批量交付能力，3.2T硅光模块完成验证。天风证券指出，中际旭创(300308)2026年上半年营收417.78亿元，同比增182.49%，归母净利润136.51亿元，同比增241.70%，利润高增源于1.6T高端光模块放量，全球光互连龙头地位稳固。国泰海通指出，海光信息(688041)26H1营收90.99亿元，同比增66.52%，CPU+DCU双核驱动，存货及预付款环比大增，显示AI芯片放量加速。\n产品层面，人工智能ETF易方达管理费率0.15%+托管费率0.05%，综合费率0.2%/年，为同指数5只ETF中费率最低一档，规模居同指数5只ETF中第1位，场外联接基金A类012733、C类012734。同赛道机器人ETF华夏综合费率0.6%/年，规模居同指数9只ETF中第1位；创业板人工智能ETF华宝综合费率0.6%/年，规模居同指数8只ETF中第1位。","image_url":null,"lang":"zh","published_at":"2026-09-17T01:16:29+00:00","fetched_at":"2026-09-17T03:15:07+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"截至9月16日收盘，沪指上涨0.71%。人工智能ETF易方达（159819）上涨3.42%，成交额4.63亿元，主力资金净流入5101万元；机器人ETF华夏（562500）上涨0.66%，成交额3.43亿元，主力资金净流出1126万元；创业板人工智能ETF华宝（159363）上涨3.8%，成交额9.88亿元，主力资金净流入3320万元。\n消息面上，苹果被曝重返企业服务器市场，正研发M8 Ultra…","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://cj.sina.com.cn/articles/view/7935425109/1d8fcfa5502001lmnu","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 774 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":774,"summary_length":201,"usable_text_length":774,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":774,"summary_length":201}},"news_item":{"id":84241,"canonical_url":"https://cj.sina.com.cn/articles/view/7935425109/1d8fcfa5502001lmnu","source_url":"https://cj.sina.com.cn/articles/view/7935425109/1d8fcfa5502001lmnu","title":"财中ETF风向标｜苹果被曝研发M8 Ultra AI推理服务器｜人工智能早参 - 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