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20cm速递|创业板人工智能ETF(159388)涨超5.6%,政策转向与下游应用拓展或成驱动因素

Group 1 - The core viewpoint is that the artificial intelligence (AI) industry policy in China has shifted from risk prevention to comprehensive support, becoming a key focus area amid the US-China technology competition [1] - There has been a continuous increase in policy emphasis on the AI sector, with a shift from infrastructure development to downstream AI applications, including large models, smart manufacturing, smart education, and smart healthcare [1] - Chinese companies are expected to gain differentiated competitive advantages in the industrialization of AI due to their production efficiency, making this sector a focal point for the next five-year plan [1] Group 2 - The Guotai ETF tracking the entrepreneurial board AI index can experience daily fluctuations of up to 20%, reflecting the performance of listed companies involved in AI technology research, hardware manufacturing, and software applications [1] - The index, compiled by Shenzhen Securities Information Co., focuses on high-growth and innovative technology companies, covering the entire industry chain from basic algorithm development to terminal application implementation [1]