OpenAI筹划万亿级AI基建,科创板人工智能ETF(588930)涨逾1.8%,石头科技涨超6%

Group 1 - The A-share market indices opened higher on August 18, with the artificial intelligence (AI) sector continuing to strengthen, particularly the Sci-Tech Innovation Board AI ETF (588930), which rose over 1.8% [1] - The ETF saw a net inflow of over 10 million yuan in the previous trading day, closely tracking the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index (950180.CSI), which includes 30 large-cap companies involved in AI resources, technology, and applications [2] - OpenAI's CEO Sam Altman expressed intentions to invest tens of billions of dollars in the infrastructure needed for AI services, indicating strong future growth potential in the sector [2] Group 2 - According to IDC, the global AI industry is entering a rapid growth phase, with market size increasing from 1.917 trillion USD in 2019 to 4.7327 trillion USD in 2023, and projected to exceed 11.6 trillion USD by 2027 [2] - iResearch predicts that China's AI industry will maintain a compound annual growth rate of 32.1% from 2025 to 2029, with market size expected to surpass 1 trillion yuan by 2029, driven by large models, embodied intelligence, and intelligent driving [2] - The penetration rate of consumer AI tools is shifting from "trial" to "necessity," with expectations of further increases in the next two years, promoting intelligent transformation in daily life and work [2]