ChatGPT市占率大幅下滑！科创人工智能ETF华夏（589010）震荡企稳，资金连续四日净流入超亿元

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech AI ETF (589010), which experienced a slight decline in early trading but showed signs of stabilization with a latest price of 1.507 yuan, down only 0.331% from the opening price [1] - The ETF tracks 30 constituent stocks, with mixed performance observed; 17 stocks rose, led by Aobi Zhongguang with over a 5% increase, while Chip Origin fell over 4%, indicating limited overall drag on the market [1] - The ETF has seen a net inflow of over 100 million yuan for four consecutive days, indicating strong willingness from main funds to position at low levels, reinforcing the bullish logic for future rebounds [1] Group 2 - According to Apptopia data, ChatGPT's market share in the U.S. AI chatbot market is projected to drop from 69.1% to 45.3% between January 2025 and January 2026, while Google's Gemini market share is expected to rise from 14.7% to 25.1% [2] - The rapid growth of Gemini, with a 6.47-fold increase in visits from 268 million to 2 billion, indicates a shift in the competitive landscape of the AI chatbot market towards a multi-strong competition model [2] - Longjiang Securities notes that the current competition in the AI industry is focused on traffic entry points, with edge models becoming the core breakthrough, as AIAgent evolves into a personal assistant capable of autonomous analysis and problem-solving [2]