20cm速递|创业板人工智能ETF国泰(159388)早盘翻红,把握人工智能确定性机遇与高弹性机会

Group 1 - The core viewpoint is that 6G will represent a fundamental shift from traditional communication capabilities to an "AI-native" intelligent network paradigm, transforming communication networks from "connection pipelines" to "intelligent service platforms" [1] - The three main lines of 6G development are AI native, integrated sensing, and green intelligence, which will support vertical scenarios such as industrial internet and intelligent transportation through the deep integration of emerging capabilities like AI and sensing [1] - China has shifted from "catching up" to "running alongside" and even "leading" in certain areas of 6G layout, with the next 3-5 years being a critical window for technology shaping and ecosystem building [1] Group 2 - The ChiNext AI ETF Guotai (159388) tracks the ChiNext AI Index (970070), which has a daily fluctuation of 20%, and selects listed companies involved in AI technology and related applications from the ChiNext market [1] - The index covers multiple segments from hardware manufacturing to software development, reflecting the overall performance of AI-related listed companies in the ChiNext market, characterized by significant technological innovation and growth potential [1]