Sou Hu Cai Jing·2025-06-12 03:33Group 1 - The core viewpoint is that the artificial intelligence sector is experiencing significant growth, with notable increases in stock prices and ETF performance [1][3][4] - The China Securities Artificial Intelligence Industry Index has risen by 1.08%, with key stocks like Zhongji Xuchuang and Xinyi Sheng showing substantial gains of 9.44% and 4.62% respectively [1] - The artificial intelligence ETF has seen a recent increase of 1.02%, with a total scale reaching 3.479 billion yuan and a one-year net value increase of 27.98% [3][4] Group 2 - NVIDIA's CEO announced plans to invest in 20 AI factories in Europe, aiming to increase AI computing power tenfold within two years, which will enhance various manufacturing applications [3] - The global investment in AI IT is projected to reach 315.8 billion USD in 2024 and grow to 815.9 billion USD by 2028, with a compound annual growth rate of 32.9% [4] - The market for generative AI is expected to exceed 284.2 billion USD by 2028, with China's investment share in generative AI rising from 18.9% in 2024 to 30.6% [4]