智能汽车ETF（159889）涨超2.7%，机构：关注AI终端革命与政策催化

Group 1 - The core viewpoint of the article emphasizes that smart cars are a revolutionary terminal in the AI era, characterized by decentralization and technological equity, which will transform social productivity and relationships [1] - The shift in the AI era is moving from "traffic is king" to "product is king," indicating that the value of smart cars will depend on their complexity in helping humans complete tasks rather than user scale [1] - The Robotaxi market is projected to reach a scale of 83.1 billion yuan by 2030 and increase to 709.6 billion yuan by 2035, highlighting significant growth potential in the industry [1] Group 2 - The smart car ETF (159889) tracks the CS Smart Car Index (930721), which selects listed companies involved in smart car terminal perception and platform applications from the Shanghai and Shenzhen markets [1] - The index components cover multiple sub-sectors closely related to the development of smart car technology, including but not limited to autonomous driving and vehicle networking [1] - Key elements in the industry chain include chips, algorithms, and data closed-loop capabilities, with technology providers and operators expected to become the core profit segments [1]