人工智能ETF（159819）标的指数涨超3%，视频生成领域或迎来“ChatGPT时刻”

Core Viewpoint - The A-share market is experiencing a strong performance, particularly in the AI industry chain, with significant gains in related stocks and indices, driven by the recent launch of OpenAI's Sora2 video generation model, which is expected to reshape content creation and distribution [1][2]. Group 1: Market Performance - The three major A-share indices are collectively rising, with the precious metals sector leading the gains [1]. - The CSI Artificial Intelligence Theme Index has increased by 3.2%, with notable stock performances including Chipone Technology rising over 17%, Beijing Junzheng over 12%, and Lanke Technology over 9% [1]. - The trading volume for the AI ETF (159819) reached approximately 800 million yuan [1]. Group 2: AI Developments - OpenAI's Sora2 video generation model has achieved significant advancements in physical law simulation and audio-visual synchronization, enhancing physical consistency and controllability [1]. - The Sora2 app quickly topped the Apple US free app chart, indicating a surge in AI application expectations and future inference demand [1]. - Huatai Securities reports that the release of Sora2 and its associated social applications marks a convergence of AI video generation and social interaction, potentially leading to a transformative moment akin to "ChatGPT" for the AI video generation sector [1]. Group 3: Investment Opportunities - The CSI Artificial Intelligence Theme Index comprises 50 stocks that provide foundational resources, technology, and application support for AI, covering leading companies across various segments of the AI industry chain [2]. - The AI ETF (159819) has a current scale exceeding 25 billion yuan, ranking first in its category, with a low management fee rate of 0.15% per year, facilitating low-cost investment opportunities in the AI sector [2].