人工智能全产业链迎盈利修复，创业板人工智能ETF国泰（159388）盘中涨超5%

Group 1 - The core viewpoint of the news highlights the significant growth and investment opportunities in the artificial intelligence (AI) sector, driven by favorable policies and strong market performance [1][3]. - The Ministry of Industry and Information Technology has announced increased support for AI infrastructure, large models, and their integration with the real economy, reinforcing AI's status as a strategic emerging industry [1][3]. - The recent performance of the ChiNext AI ETF (159388) has seen a surge of over 5%, indicating strong market interest and trading activity in AI-related stocks [1]. Group 2 - The entire AI industry chain is experiencing a recovery, with upstream manufacturers improving their GPU and high-performance server capabilities, nearing international standards [2]. - Midstream cloud computing and computing service companies are seeing a significant increase in orders, particularly for AI services tailored to large model inference [2]. - Downstream application companies are accelerating commercialization, with notable advancements in AI-assisted diagnostics in healthcare, smart risk control in finance, and automation in manufacturing and transportation [2]. Group 3 - The AI sector is characterized by high growth potential and policy certainty, with a clear long-term investment logic [3]. - The global AI industry is at a critical point of transitioning from technological breakthroughs to large-scale applications, indicating a high level of industry prosperity [3]. - Domestic investments in large model development and industry applications are creating a differentiated advantage for the Chinese AI industry in the international market [3].