20cm速递｜科创综指ETF国泰（589630）涨超1.3%，AI应用产业化拐点或临近

Group 1 - The core viewpoint is that the AI application vertical companies are showing signs of performance turning points, with the launch of Gemini3 indicating rapid improvements in large model performance and Alibaba's "Qianwen" pointing towards the next stage of AI application "ecosystemization" [1] - The AI industry is transitioning from "tool innovation" to "ecosystem integration," with vertical applications gradually validating business models in specific scenarios, revealing profit potential [1] - Major companies are accelerating ecosystem development to transform AI into a super entry point connecting various services such as life, work, and shopping, marking a new industrialization turning point for AI applications [1] Group 2 - Since 2025, the AI industry chain has experienced a rotation from overseas computing power to domestic computing power, and then to storage and electricity, with downstream AI applications showing limited growth but still offering high cost-performance ratios [1] - The Guotai ETF (589630) tracks the Sci-Tech Innovation Index (000680), which has a daily fluctuation of 20%, reflecting the overall performance of the Sci-Tech Innovation Board, focusing on "hard technology" sectors like biomedicine and high-end manufacturing with high R&D intensity and innovation capability [1]