“人工智能+”迎大利好！算力军备竞赛全面提速，创业板人工智能本轮涨超57%，大幅领跑同类AI指数

Group 1 - The core viewpoint of the articles emphasizes the positive policy support for the artificial intelligence (AI) sector, particularly the implementation of the "AI+" initiative, which aims to accelerate the commercialization of AI applications [1][3] - The ChiNext AI index has seen a significant increase of over 57% since its low in April, outperforming other AI indices, indicating strong market momentum in AI-related stocks [1][2] - Major stocks in the AI sector, particularly in the optical module industry, have shown remarkable gains, with top three constituents of the ChiNext AI index experiencing increases of 202.27%, 277.95%, and 138.96% respectively [2][4] Group 2 - The AI industry is expected to benefit from a "Davis Double Play" scenario, where the acceleration of AI commercialization will enhance price-to-earnings (PE) valuations, particularly in the communication sector [3] - The launch of the first ETF tracking the ChiNext AI index is highlighted, which has a significant allocation towards computing power and AI applications, effectively capturing the AI market trends [4][5] - The ongoing advancements in AI models and the resumption of sales by major companies like NVIDIA are expected to inject confidence into the domestic AI supply chain, fostering further growth opportunities [3][4]