光芯片走强，创业板人工智能ETF国泰（159388）涨超2.7%

Group 1 - The core viewpoint of the news highlights the strong performance of AI-related stocks and the significant investment plans in AI infrastructure in Liaoning Province, aiming for a scale of over 5000 PFLOPS by 2027 and a core industry size of 1000 billion yuan [1][2] - The report from Dongfang Securities emphasizes that AI is a key theme in the technology sector for the second half of the year, with global AI IT investment expected to reach $315.8 billion in 2024 and grow to $815.9 billion by 2028, reflecting a compound annual growth rate of 32.9% [1][2] - The generative AI market is projected to exceed $284.2 billion by 2028, with China's investment share in generative AI expected to rise from 18.9% in 2024 to 30.6% [1][2] Group 2 - The AI industry is currently in a growth phase, with the foundational layer facing technical bottlenecks, but China is narrowing the gap through substitution and open-source innovation; the application layer is entering a phase of large-scale implementation [2] - The market currently has doubts about the monetization capabilities of AI applications, but new models and product releases may provide upward momentum for the sector [2] - The Guotai AI ETF (159388) tracks the AI index composed of companies involved in AI technology development and application, primarily covering information technology and intelligent manufacturing sectors [2]