创业板人工智能ETF（159388）涨近2.5%，AI推理能力提升或加速场景渗透

Group 1 - The 2025 Global Artificial Intelligence Technology Conference (GAITC2025) opened in Hangzhou on June 7, focusing on the theme of "crossing, integration, symbiosis, and win-win," gathering over 200 global experts and scholars, and launching a special support action for the securitization of intellectual property financing in the AI field, with plans to issue five related products within three years, impacting over 60 companies [1] - According to Dongfang Securities, artificial intelligence is one of the core themes in the technology sector for the second half of the year, with a broad industry outlook. The global AI IT investment is expected to reach $315.8 billion in 2024 and grow to $815.9 billion by 2028, representing a compound annual growth rate of 32.9% [2] - The AI industry is currently in a growth phase, with the application layer entering a stage of large-scale implementation and commercialization gradually beginning. The Chinese market is narrowing the gap through domestic substitution and open-source innovation [2] Group 2 - The ChiNext 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 research, application, and related services from the ChiNext market [3] - The AI industry trend is upward, driven by enhanced reasoning capabilities that penetrate complex scenarios. Major overseas tech giants like Microsoft, Nvidia, and Google have shown significant stock price increases, while the AI field continues to advance with new model releases and upgrades [3] - Google's I/O 2025 showcased comprehensive upgrades of AI models and products, including the expansion of the Gemini series and the release of new models, indicating a clear investment direction in AI agents and computing power [3]