人工智能行情爆发！创业板人工智能ETF国泰（159388）开盘大涨超2%

Core Viewpoint - The AI sector continues to show strong momentum, supported by optimistic sentiment from AI companies and venture capitalists, despite some delays in the release of large language models [1][2]. Group 1: Market Performance - The ChiNext AI ETF (159388) opened with a rise of over 2% on August 27, reflecting the ongoing strength in the AI sector [1]. - Despite a recent adjustment in overseas tech stocks, the AI application remains in its early stages, with high demand for computing hardware expected to persist [2]. Group 2: Investment Drivers - The growth of AI is driven by three main factors: policy support, industrial demand, and technological breakthroughs [2]. - Government policies are providing a stable development environment, with various local governments introducing special funds and talent policies to support the AI industry [2]. - Rapid demand release across various sectors, including consumer applications and industrial and medical fields, is contributing to significant market expansion [2]. Group 3: Industry Trends - Capital expenditure growth remains high among domestic and international cloud service providers, indicating robust investment in AI [1]. - The cost of large language models (LLMs) is decreasing approximately by half every four months, which may lower usage barriers and expand the user base [1]. - Concerns over the safety of NVIDIA chips have boosted the stock prices of domestic chip manufacturers, suggesting a shift towards supplier diversification in response to trade uncertainties [1]. Group 4: Investment Opportunities - The ChiNext AI ETF (159388) covers core companies in the AI industry chain, effectively diversifying single-entity risks while capturing long-term growth in the AI sector [2]. - As AI's strategic importance in the national economy increases, the ETF is expected to attract continued investment, serving as a key tool for investors looking to capitalize on new productivity [2].