ETF盘中资讯｜AI又一重磅利好！OpenAl冲刺千亿美元融资，ChatGPT月增速重回10%！科创人工智能ETF（589520）盘中涨近2%

Group 1 - The AI sector continues to show strong performance, with the ByteDance-related AI ETF (589520) reaching a peak increase of 1.96% and currently up by 1.66%, recovering above the 10-day moving average [1] - OpenAI is nearing completion of a $100 billion financing round, with CEO Sam Altman reporting a return to a 10% monthly growth rate for ChatGPT [2] - The AI application landscape is showing structural highlights, particularly in AI fintech, AI healthcare, and AI data sectors, with overall profitability expected to improve significantly [2][6] Group 2 - ByteDance has launched the Seedance 2.0 video generation model on its Dream platform, receiving widespread acclaim in the AI industry, and is a key player in the domestic AI sector [3] - The AI ETF's index constituents, such as Cambricon and Lattice Semiconductor, have deep collaborations with ByteDance, with ByteDance's industry chain weight reaching 29.42% as of January 2026 [3] - Key stocks in the ETF, including CloudWalk Technology and Chipone, have seen significant gains, with CloudWalk up by 7.95% and Chipone by 7.49% [4] Group 3 - The Ministry of Industry and Information Technology is advancing the construction of a national computing power interconnection node system, indicating sustained investment in AI computing power [6] - The competition among internet giants for AI traffic entry points is intensifying, with multiple business lines integrating and collaborating, which may drive performance and valuation [6] - The focus on domestic AI industry chain development is emphasized, with the ETF and its associated funds heavily investing in domestic AI sectors, including leading GPU and ASIC companies [7]