计算机ETF（512720）盘中涨超1.2%，关注AI商业化及应用场景拓展

Core Viewpoint - The Computer ETF (512720) has seen a rise of over 1.2%, driven by the commercialization of AI and the expansion of application scenarios [1] Group 1: AI Commercialization and Market Dynamics - The demand for AI is expected to increase predictably, creating opportunities in the software sector [1] - Major model vendors are accelerating the commercialization and ecosystem development around chatbots, as evidenced by recent updates from Amazon, OpenAI, and Qianwen [1] - Google is likely to maintain its leading position due to its dominance in the search field and its top-tier large models [1] - OpenAI is beginning to explore marketing and advertising business under AI search, which may alter the overall landscape of search advertising [1] Group 2: Future Market Outlook - By 2026, the internet sector may enter a performance growth phase driven by AI monetization and optimized competition under anti-involution policies [1] - Business line integration and AI empowerment are expected to become key drivers of performance and valuation [1] - Continuous improvement in open-source model capabilities is anticipated to sustain demand for AI cloud services [1] Group 3: Computer ETF Overview - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies in the computer hardware, software, and services sectors from the Shanghai and Shenzhen markets [1] - The index focuses on the information technology sector, with major allocations in software development, IT services, and computer hardware manufacturing [1]