政策支持+产业共振，20cm标的创业板人工智能ETF（159388）盘中冲高，涨超1.8%

Group 1 - The AI sector is experiencing a significant boost due to policy support and industrial implementation, with the Ministry of Industry and Information Technology releasing the "Artificial Intelligence Industry Innovation Development Action Plan (2025-2027)" to accelerate the construction of large model training platforms and computing infrastructure [2] - The National Development and Reform Commission emphasizes the need to accelerate the market-oriented allocation of data elements, improving data trading and circulation mechanisms to provide AI companies with high-quality training data resources [2] - Major tech giants in the US and Europe have raised their AI-related capital expenditure guidance in Q2 earnings reports, indicating a rapid commercialization of AI products aimed at enterprises [2] Group 2 - The AI industry is entering a critical phase of commercialization, with the investment cycle from infrastructure to application monetization shortening, allowing leading companies to capture larger market shares [3] - The China Securities Index Company’s AI index (970070), which the ChiNext AI ETF (159388) tracks, includes companies involved in AI technology development and application, primarily focusing on information technology and high-end manufacturing sectors [3] - The ChiNext AI ETF can experience daily price fluctuations of up to 20%, reflecting the overall development level and market performance of emerging tech companies in the AI sector [3]