AI热潮迎上市狂欢时刻，Anthropic、OpenAI、SpaceX据报启动上市计划！科创人工智能ETF华夏(589010)冲高回落，整体维持震荡整理格局

Group 1 - The core viewpoint of the news highlights the significant downturn in the AI-focused ETF, with 23 out of 30 constituent stocks experiencing declines, indicating a challenging market environment for AI investments [1] - The AI startup companies Anthropic and OpenAI, along with SpaceX, are planning initial public offerings (IPOs), marking a potential resurgence in the IPO market for tech companies, particularly in Silicon Valley [1] - Morgan Stanley's co-head of global equity capital markets suggests that the upcoming IPOs could lead to unprecedented wealth generation for Wall Street and Silicon Valley, following years of a sluggish IPO market [1] Group 2 - According to Galaxy Securities, AI Agents are expected to see a structural acceleration in deployment by 2026, indicating a maturation of technology and commercialization processes [2] - The transition of enterprise-level Agents from "L2 popular level" to "L3 integrated level" is underway, with over 40% adoption in financial risk control and customer service quality inspection scenarios [2] - The AI-focused ETF closely tracks the Shanghai Stock Exchange's AI index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]