Group 1 - The core sentiment around AI applications is rapidly expanding, with the ChiNext board's AI sector reaching new highs, highlighted by significant stock performances from companies like Yidian Tianxia and Kunlun Wanwei [1] - The AI application market is expected to see accelerated penetration in consumer sectors by 2025, with notable statistics showing that Doubao leads with 155 million weekly active users, followed by DeepSeek and Yuanbao [3] - A report from招商证券 indicates that the explosion of AI applications is imminent, driven by advancements in LLM capabilities and reduced training costs, with expectations for better revenue realization by 2026 [3] Group 2 - The first AI-focused ETF on the ChiNext board (159363) is recommended for investment, with over 70% of its portfolio allocated to computing power and more than 20% to AI applications, aiming to capture the AI thematic market [4] - The communication investment outlook for 2026 suggests that it may be the year of significant deployment for 1.6T optical modules, with silicon photonics technology expected to become mainstream, presenting new investment opportunities [3]
AI应用做多情绪扩散！创业板人工智能ETF（159363）大涨3%再创新高，易点天下斩获两个20CM涨停！