20cm速递 | 关注创业板人工智能ETF国泰（159388）投资机会，算力相关领域表现突出

Core Viewpoint - Domestic technology companies are accelerating the establishment of embodied intelligent open platforms, exemplified by Tencent's Tairos platform, which integrates large models, development tools, and data services in a modular manner to enhance the intelligent application of robots' perception, planning, and decision-making capabilities [1] Group 1: AI Investment and Development - With the acceleration of AI investment, overseas giants like Amazon and Microsoft are continuously increasing their AI infrastructure spending, expected to reach $364 billion by 2025, which will further push AI technology closer to the AGI threshold and enhance the generalization ability and understanding level of robotic models [1] - Domestic robotic hardware companies are likely to benefit from the rapid development of AI, with humanoid robot large models expected to see accelerated breakthroughs, leading to an increase in industry prosperity [1] Group 2: Market Performance and Indices - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), which can experience daily fluctuations of up to 20% [1] - This index selects listed companies in the ChiNext market involved in artificial intelligence technologies such as machine learning and natural language processing, reflecting the overall performance of AI-related listed companies in the ChiNext market [1] - The index focuses on high-growth technology enterprises, highlighting the development status of the artificial intelligence industry within China's ChiNext market [1]