AI题材延续强势表现，人工智能ETF（159819）规模逼近200亿元，今日盘中再获近2亿份净申购

Group 1 - The core viewpoint is that the Chinese AI sector is experiencing significant growth, with various AI models being upgraded and showing improved performance, indicating a strong investment opportunity in the long term [1] - The CSI Artificial Intelligence Theme Index rose by 2.6%, and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increased by 1.1%, reflecting positive market sentiment towards AI investments [1] - The AI ETF (159819) saw a net subscription of nearly 200 million units during the trading session, with a total inflow of 900 million yuan last week, bringing its total scale to over 19 billion yuan, a record high since its inception [1] Group 2 - Domestic AI models have been upgraded, with DeepSeek releasing DeepSeek-V3.1, which provides faster responses and improved performance in tool usage and task execution [1] - Kuaishou's Keli AI launched a new feature based on the 2.1 model, achieving a 235% improvement over the previous 1.6 model [1] - Alibaba Tongyi introduced a new end-to-end speech recognition model, Fun-ASR, which enhanced contextual awareness and achieved over 15% accuracy improvement in various industry applications [1] Group 3 - Tianfeng Securities noted that financial reports from internet companies have confirmed that investments in AI are yielding substantial returns, suggesting a rapid iteration cycle in China's AI application ecosystem [1] - The AI ETF (159819) tracks leading companies across various segments of the AI industry chain in the Shanghai and Shenzhen markets, providing a balanced industry distribution [2] - The Sci-Tech Innovation Board AI ETF (588730) focuses on leading AI companies in the Sci-Tech Innovation Board, with a higher proportion of foundational chips and AI applications, facilitating investors in capturing future AI development opportunities [2]