加速AI基础设施建设！科创板人工智能ETF(588930)临近收盘上涨翻红，实时成交额突破5600万元

Group 1 - The core viewpoint of the news highlights the significant advancements in AI technology, particularly in generative AI, driven by increased investments from companies like Tencent and the growing demand for AI capabilities across various sectors [1] - Tencent is focusing on enhancing AI usability through four accelerators: large models, intelligent agents, knowledge bases, and infrastructure, aiming to create "user-friendly AI" [1] - The AI sector in the A-share market is experiencing a V-shaped rebound, with notable increases in stock prices for companies like Zhongyou Technology and Fudan Microelectronics, indicating high market enthusiasm for AI-related investments [1] Group 2 - Guohai Securities reports a significant rise in the investment value of the AI sector, driven by the continuous growth of cloud business revenues among global internet companies and the expanding demand for AI computing power [2] - Major tech companies, including Google, Amazon, and Microsoft, are increasing their capital expenditure forecasts, with substantial investments planned for AI infrastructure in the coming years, reflecting the widespread application of AI technology [2] - Alibaba's cloud business revenue reached 30.1 billion yuan, marking an 18% year-on-year increase, primarily due to growth in public cloud revenue and higher adoption rates of AI-related products [2]