人工智能题材股集体爆发，关注人工智能ETF（159819）、科创人工智能ETF（588730）等投资价值

Group 1 - The storage chip sector is experiencing strong gains, with HBM, CPO, and semiconductor equipment related to AI showing significant increases. The CSI Artificial Intelligence Theme Index rose by 2.4%, and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increased by 1.0%. The AI ETF (159819) was actively traded, with a total transaction volume of nearly 1.5 billion yuan [1] - CITIC Construction Investment Securities highlights that the recently released "14th Five-Year Plan" emphasizes accelerating innovation in artificial intelligence and other digital technologies, enhancing the efficient supply of computing power, algorithms, and data, and fully implementing the "AI+" initiative to empower various industries [1] - The institution believes that the current user penetration rate of AI large models is still relatively low, indicating that the development of large models is in the early to mid-stages, and the industrialization cycle has just begun. There is a continued positive outlook on the AI computing power sector, including both domestic and international computing power supply chains [1]