Group 1 - The core viewpoint indicates that AI computing power will maintain high prosperity in 2025, with AI applications accelerating upward trends. Quantum computing, data elements, and EDA sectors are showing steady growth, with the integration of quantum computing and AI potentially leading to revolutionary advancements [1] - The laser radar industry, referred to as the "intelligent driving eye" and "robotic eye," is experiencing high prosperity due to increased penetration rates in L3 vehicles and the normalization of embodied robots in operations, reflecting a theme investment characteristic driven by risk appetite [1] - The Guotai AI ETF tracks the entrepreneurial board AI index, which can experience daily fluctuations of up to 20%. This index is compiled by Shenzhen Securities Information Co., selecting listed companies involved in AI technology development and application from the entrepreneurial board market, covering AI software, hardware, and related services [1]
20cm速递｜创业板人工智能ETF（159388）涨超4.8%，行业存结构性机会