Group 1 - The core viewpoint is that the AI industry in the ChiNext market is currently in a mid-term adjustment phase, influenced by slow domestic AI application catalysis and uncertainty in mid-term computing power investment outlook [1] - Future breakthroughs in AI applications require foundational technological advancements, such as AI Agent products needing large models capable of complex task decomposition and precise multi-modal execution, alongside significant cost reduction and efficiency improvements in computing power [1] - The application of AI is expected to gradually extend from standardized scenarios (office, healthcare, customer service) to more complex fields (education, flexible manufacturing), with the maturity of general AI Agents potentially taking over 5 years [1] Group 2 - The technology market may exhibit several years of distribution, with the next intermediate-level uptrend requiring foundational breakthroughs as a catalyst [1] - Domestic AI and embodied intelligence sectors have the potential to become core structural bull industries, but the market is likely to remain volatile until significant catalysts emerge, suggesting a focus on high cost-performance rebound opportunities [1] - The Guotai ChiNext AI ETF (159388) tracks the ChiNext AI Index (970070) and is characterized by high elasticity, with daily fluctuations potentially reaching 20%, making it noteworthy for investment in the ChiNext segment [1]
20cm速递|静待基础层技术突破，创业板人工智能ETF（159388）涨超2.5%