国产AI产业加速资本化，科创人工智能ETF（588730）、人工智能ETF（159819）标的指数午后走高

Core Insights - The market experienced a broad rebound on December 24, with sectors such as military electronics and commercial aerospace leading the gains, while hard technology areas like edge AI, CPO, and semiconductors also saw significant increases [1] Industry Summary - The domestic AI industry is accelerating its capitalization, with companies like Moore Threads and Shanghai Muxi listing on the STAR Market this month, and Wallen Technology passing the Hong Kong Stock Exchange listing hearing [1] - The financing capabilities of leading domestic AI companies are significantly improving, which is expected to drive faster industry development [1] - ByteDance released the Doubao large model 1.8 and Seedance 1.5 pro, while Ant Group announced the upgrade of its AI health application AQ brand to "Antifortune," resulting in a rapid increase in monthly active users [1] - The domestic AI supply chain is expected to maintain high prosperity due to the effects of capital infusion and the competitive dynamics introduced by major players [1] Investment Opportunities - The Artificial Intelligence ETF (159819) tracks the CSI Artificial Intelligence Theme Index, which covers leading companies across various segments of the AI industry chain, with a relatively balanced industry distribution [1] - The Sci-Tech Innovation Artificial Intelligence ETF (588730) tracks the STAR Market Artificial Intelligence Index, focusing on AI companies listed on the STAR Market, with a higher proportion of foundational chips and AI application segments, aiding investors in seizing investment opportunities in the AI wave [1]