聚焦AI核心赛道，科创人工智能ETF国泰即将发行

Core Insights - The article highlights the rapid growth of the AI sector in China, driven by technological innovation and supportive policies, with a particular focus on the upcoming launch of the Guotai Science and Technology Artificial Intelligence ETF, which aims to capture long-term investment opportunities in the AI sector [1][2]. Group 1: Market Trends - The AI sector has been leading the A-share market, especially since the beginning of the year, with significant contributions from DeepSeek [1]. - Despite recent market adjustments, the long-term upward trend remains intact, indicating continued investor interest in AI [1]. - The Guotai Science and Technology Artificial Intelligence ETF will closely track the Shanghai Stock Exchange Science and Technology Innovation Board Artificial Intelligence Index, which includes 30 large-cap companies involved in AI [1]. Group 2: Industry Growth Projections - According to a report by Galaxy Securities, the global AI market is expected to reach $3.68 trillion by 2034, driven by breakthroughs in large models [2]. - China's AI industry is projected to maintain a compound annual growth rate (CAGR) of 32.1% over the next five years, potentially surpassing a trillion-dollar market size by 2029 [2]. - The Guotai ETF is positioned to represent the industry's growth and investment potential amid the ongoing technological wave [2]. Group 3: Index Performance - The Shanghai Stock Exchange Science and Technology Innovation Board Artificial Intelligence Index has seen a nearly 130% increase since September 2024, benefiting from advancements in capital market construction and the growing influence of domestic computing power [1]. - The index focuses on five major sectors: electronics, computers, home appliances, machinery, and communications, covering various fields such as computing, chips, software, and services [1].