创业板人工智能ETF国泰（159388）涨超4%，多款大模型集体发力

Core Insights - Multiple AI large models are gaining traction, with ByteDance's Doubao App officially launching the Seedance 2.0 video generation model, allowing users to create 5 or 10-second videos by inputting prompts [1] - DeepSeek has updated its web and app versions, increasing the context window from 128K to 1M tokens, indicating a significant enhancement in processing capabilities [1] - The demand for computing power is experiencing explosive growth due to advancements in artificial intelligence, with Morgan Stanley forecasting that the CPO market will see substantial growth starting in 2027, exceeding $1 billion in 2028 and surpassing $5 billion by 2030 [1] - The ChiNext AI ETF (159388) focuses on the AI industry within the ChiNext market, covering key areas such as hardware, software, and computing power, with its top ten weighted stocks concentrated in leading companies in communication equipment and integrated circuits [1]