2035年AI或将渗透90%以上行业，关注人工智能ETF(159819)和科创人工智能ETF(588730)等投资价值

Core Insights - The artificial intelligence sector is experiencing mixed performance, with the CSI Artificial Intelligence Theme Index rising by 0.4% this week, while the SSE Sci-Tech Innovation Board AI Index fell by 1.3% [1][3]. Index Performance - The CSI Artificial Intelligence Theme Index has a rolling price-to-sales ratio of 97.5%, while the SSE Sci-Tech Innovation Board AI Index has a rolling price-to-sales ratio of 98.2% [3]. - The CSI Artificial Intelligence Theme Index has shown significant growth over various time frames, with a 1-month cumulative increase of 19.6%, a 3-month increase of 61.9%, and a year-to-date increase of 61.7% [8]. - The SSE Sci-Tech Innovation Board AI Index has also performed well, with a 1-month cumulative increase of 12.5%, a 3-month increase of 48.1%, and a year-to-date increase of 57.1% [8]. Market Outlook - Huawei's recent report, "Intelligent World 2035," indicates that AI will penetrate over 90% of industries and create more than $30 trillion in digital economic value by 2035, suggesting a transformative impact on the global economy [1].