AI概念股午后走强，创业板人工智能相关ETF涨超2%

Group 1 - AI concept stocks showed strong performance in the afternoon, with Tianfu Communication rising over 12%, and Zhongji Xuchuang, Xinyi Sheng, and Beijing Junzheng each increasing by over 5% [1] - The AI-related ETFs in the ChiNext market rose by more than 2% [1] Group 2 - Several ChiNext AI ETFs reported price increases, with the Huayu ETF up 2.85% to 1.155, the Huaxia ETF up 2.78% to 2.185, and the Nanfang ETF up 2.74% to 2.471 [2] - A brokerage firm forecasts that by 2026, AI applications are expected to evolve from usable to highly usable, with diverse business models becoming established, positioning AI applications as a core theme in the AI industry market [2] - The firm is optimistic about internet platform companies with high capital expenditure and mature products, as well as companies in healthcare, finance, and education that focus on vertical product applications [2] - There is an expectation of sustained growth in overseas computing power demand due to the intensive development of overseas AI models and applications, leading to a phase of recovery in computing power concerns [2]