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人工智能ETF(159819)上涨4.34%,盘中成交额已超5亿元,AI大模型积极转向“场景落地”阶段
Sou Hu Cai Jing·2025-08-18 03:14

Group 1 - The core viewpoint of the news highlights a significant increase in the performance of the AI sector, with the CSI Artificial Intelligence Theme Index rising by 4.45% and the AI ETF (159819) increasing by 4.34% as of August 18, 2025 [1] - The AI ETF (159819) has shown a cumulative increase of 9.40% over the past week, with an average daily trading volume of 880 million yuan, ranking first among comparable funds [1] - The AI ETF (159819) has experienced a growth of 203 million yuan in scale over the past week and an increase of 2.458 billion shares over the past six months, indicating significant growth [1] Group 2 - OpenAI's CEO, Sam Altman, expressed intentions to invest trillions of dollars in the infrastructure needed for AI services, which may lead to transformative changes in data center construction, capital operations, and policy support within the industry [1] - According to CITIC Securities, the AI large model has transitioned from a "technology race" to a "scene landing" phase, with accelerated commercialization of paid applications in high-value verticals such as healthcare, finance, and education expected to begin in the second half of 2025 [1] - The return on investment (ROI) for vertical scene large models has surpassed 1.5 times, with some companies, like medical AI firms, charging over one million yuan annually per client [1]