创业板人工智能ETF国泰（159388）涨近2.3%，人形机器人商业化提速或催化AI应用端估值

Group 1 - The core theme of the event held by the Shenzhen Stock Exchange on May 23, 2025, is "Empowering Intelligence, Pursuing New Blue Oceans," focusing on how AI technology is reshaping business ecosystems and driving performance growth [1] - Northeast Securities indicates that the AI industry is entering a period of accelerated commercialization, with 2025 expected to be the year of commercialization for AI integrated machines [1] - The rise of domestic open-source models is accelerating the penetration of AI technology across various industries, with key application areas being healthcare, education, government, and industrial sectors [1] Group 2 - The long-term market size for healthcare AI is projected to reach between $225 billion and $450 billion, covering the entire process from prevention to diagnosis, treatment, and rehabilitation [1] - In the education sector, AI is facilitating personalized learning through intelligent agents, while industrial AI is achieving distributed intelligent networks via edge computing [1] - The demand for AI computing power is experiencing significant growth, with domestic and international major companies' capital expenditures increasing by 67.5% year-on-year, maintaining a high level of prosperity in the domestic computing power ecosystem and AIDC industry chain [1] Group 3 - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), which is compiled by Shenzhen Securities Information Co., Ltd., selecting listed companies involved in AI technology and its applications from the ChiNext market [1] - The index focuses on sectors such as machine learning and natural language processing, with an emphasis on information technology and high-end manufacturing, aiming to reflect the overall performance of AI-related listed companies in the ChiNext market [1]