Group 1 - The A-share market indices collectively declined, with the AI sector continuing its pullback, and the ChiNext AI ETF (159388) dropping over 3%, indicating a potential opportunity for positioning [1] - OpenAI announced the availability of GPT-4.1 in ChatGPT, a model specialized in coding tasks and instruction adherence, accessible to Plus, Pro, and Team users, with enterprise and educational users to gain access in the coming weeks [1] - The ChiNext AI ETF tracks the ChiNext AI Index, which includes listed companies in the AI technology field, focusing on sectors like information technology and high-end manufacturing to reflect the performance of growth-oriented AI companies [1] Group 2 - Long-term trends in the ChiNext AI sector remain strong, with rapid technological advancements and increased capital expenditure from major tech firms like Amazon, Google, Microsoft, and Meta, indicating a stable medium to long-term outlook for technological progress [2] - In the short term, AI and robotics may face disturbances due to historical patterns of growth stock corrections after periods of excess returns and adjustments in US tech stocks, which could impact global AI industry valuations [2] - The ChiNext AI industry exhibits a "winner-takes-all" characteristic, with a focus on AGI (Artificial General Intelligence) models, where a few companies with core technologies and data resources dominate, leading to a narrower industry chain compared to the internet era [3]
人工智能板块继续回调,创业板人工智能ETF(159388)跌超3%,或迎布局机会