20cm速递|自主可控产业升级确定性强，创业板人工智能ETF（159388）收涨超3.7%

Group 1 - The core viewpoint is that the ChiNext AI ETF (159388) has seen a rise of over 3.7% on July 8, indicating positive market sentiment towards the AI sector [1] - The industry is undergoing a transition from overseas technology reliance to a domestically controlled upgrade phase, with significant differences in market logic between early 2023 and early 2025 [1] - The core driving force for the AI sector post-Q4 2024 will be the capital expenditure of domestic giants, with the release of the DeepSeek R1 model accelerating the localization process [1] Group 2 - Current AI technology is still in its early stages, and breakthroughs in key technologies are expected to catalyze the realization and scaling of application scenarios, similar to the development path of consumer electronics [1] - The industry is characterized by a clear trend towards self-sufficiency and the potential of the industrial chain, supported by declining risk-free interest rates and favorable policies [1] - The ChiNext AI ETF (159388) tracks the ChiNext AI Index (970070) and is noted for its high volatility, with daily price fluctuations potentially reaching 20%, making it a noteworthy investment option in the ChiNext segment [1]