美联储降息推动人工智能ETF国泰重磅发行

Group 1 - The core viewpoint of the article emphasizes that the recent interest rate cut by the Federal Reserve may benefit growth investments in the global stock market, particularly in the artificial intelligence sector [1][2] - The newly launched Kexin AI ETF aims to track the Kexin AI Index, covering various segments of the AI industry chain, from upstream computing infrastructure to downstream application scenarios, thereby diversifying risks associated with single sectors [1][3] - The driving logic in the AI field is identified as a "chip + application" dual engine, with increasing domestic market penetration for computing power and strong policy support for domestic chip companies [1][4] Group 2 - The Kexin AI ETF is currently in a significant issuance period, attracting attention from investors due to the influx of medium to long-term funds and potential policy support from the "14th Five-Year Plan" [2] - Despite recent market volatility, certain technology growth sectors, especially those related to AI, such as semiconductor chips and communication equipment, continue to show strong market performance [2][3] - The Kexin AI Index, which the ETF tracks, includes leading companies in both upstream computing power and downstream applications, with a significant weight in the semiconductor industry at approximately 51% [3] Group 3 - The article forecasts that the leading role of the AI sector will become increasingly prominent, driven by breakthroughs in large model technologies and rapid growth in domestic AI market demand [4] - The dual driving feature of the AI industry, encompassing both upstream computing power and downstream applications, is expected to create stronger synergies in future market competition [4] - Investors are encouraged to adopt a dual layout strategy of "chip + application" to better capture future investment opportunities within the AI industry chain [4]