Sou Hu Cai Jing·2026-01-08 03:48Group 1 - The core viewpoint of the news highlights the positive performance of the Yongying AI ETF (159141), which rose by 0.85%, marking its fourth consecutive increase, driven by significant gains in constituent stocks such as Huibo Yuntong (301316) up 9.48%, Cambrian (688256) up 4.31%, and Chipone (688521) up 4.24% [1] - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," aiming for key AI technologies to achieve secure and reliable supply by 2027, with the industry scale and empowerment level remaining among the world's top [1] - The plan includes promoting 3 to 5 general large models in deep applications within the manufacturing sector, creating 100 high-quality industrial data sets, and establishing 500 typical application scenarios, alongside nurturing 2 to 3 globally influential leading enterprises and a number of specialized small and medium enterprises [1] Group 2 - Dongxing Securities believes that the AI industry is currently in a phase of three-dimensional resonance involving policy, technology, and demand, with the "Artificial Intelligence +" initiative providing top-down policy support and potential funding, leading to increased certainty in industry development [1] - The AI industry's prosperity is expected to continue rising, maintaining its mainline position in the technology investment sector, which is difficult to disrupt [1] - The Yongying AI ETF (159141) is the first of its kind in the market, focusing on core targets in the AI industry chain across the Sci-Tech Innovation Board and the Growth Enterprise Market, with over 78% of its allocation in AI chips, optical modules, and cloud computing [2]