Transwarp(SH:688031) Mei Ri Jing Ji Xin Wen·2025-12-17 06:24Group 1 - The core viewpoint of the news highlights the positive performance of the AI sector, particularly the Sci-Tech Innovation Artificial Intelligence ETF (589010), which rose by 1.47%, indicating strong market confidence and a robust upward trend in prices [1] - The trading volume exceeded 61 million yuan, reflecting active market turnover and investor confidence in the long-term value of the AI sector [1] - The report mentions a surge in stock prices within the sector, with notable gains from companies such as Xinghuan Technology (over 5%), Hehe Information (over 4%), and Lingyun Light (over 3%), showcasing significant profitability for investors [1] Group 2 - Citic Construction Investment Securities emphasizes the importance of accelerating innovation in artificial intelligence and digital technologies as outlined in the "14th Five-Year Plan," highlighting the low current penetration rate of AI large models and the beginning of their industrialization cycle [2] - The report suggests that capital expenditure in AI computing power will grow alongside the revenue from large models, indicating a high potential investment ceiling [2] - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]