20cm速递|创业板人工智能ETF国泰（159388）盘中涨超1%，AI推理能力升级或催化产业渗透

Group 1 - The core viewpoint of the news highlights the upward trend in the AI industry, driven by enhanced reasoning capabilities and the release of advanced AI models such as Claude 4 and DeepSeek-R1-0528, which show significant improvements in coding and complex reasoning tasks [1] - The Hangzhou government has recently released a plan to accelerate the construction of an AI innovation hub by 2025, focusing on computational power, algorithms, and industrial applications to enhance the regional AI ecosystem [1] - The Guotai AI ETF (159388) has shown a more than 1% increase during trading, tracking the ChiNext AI Index (970070), which is characterized by high volatility and can experience daily fluctuations of up to 20% [1] Group 2 - The AI industry is expected to continue advancing, with computational power and AI agents identified as clear investment directions, awaiting catalysts for further growth [1] - Google's I/O 2025 event showcased comprehensive upgrades to AI large models, including the Gemini series and innovative products like the video generation model Veo 3, indicating ongoing innovation in the sector [1]