阿里千问持续发酵，创业板人工智能ETF（159363）逆市再涨1%！机构看好明年进入AI应用兑现阶段

Core Viewpoint - The AI sector in the ChiNext market is experiencing a resurgence, with significant gains in AI applications and computing hardware stocks, indicating a strong investment opportunity in this area [1][3]. Group 1: Market Performance - The ChiNext AI sector saw strong performance, with stocks like New Yi Sheng rising over 4% and Tianfu Communication increasing by over 2% [1]. - AI application stocks also remained active, with Yi Dian Tian Xia leading with a rise of over 5%, and several other stocks like Wanxing Technology and Kunlun Wanwei increasing by over 1% [1]. - The ChiNext AI ETF (159363) continued to rise by over 1%, achieving a transaction volume exceeding 1 billion CNY [1]. Group 2: Investment Opportunities - Guohai Securities suggests that Alibaba's new AI application, Qianwen APP, could become a high-frequency entry point for consumers, benefiting from Alibaba's extensive user base and AI infrastructure [3]. - CICC recommends focusing on the "growth" theme in AI investments, highlighting opportunities in computing power, optical modules, and cloud computing infrastructure, particularly in domestic markets [3]. - The first ChiNext AI ETF (159363) is highlighted as a key investment vehicle, with over 70% of its portfolio allocated to computing power and over 20% to AI applications, effectively capturing AI market trends [3].