消息面上，英伟达发布第三财季财报，实现营收570亿美元，同比增长62%，超过市场平均预期。其中 数据中心业务表现强劲，第三财季营收达到512亿美元，同比增长66%，创下历史最高纪录，超出分析 师平均预期。 有分析表示，英伟达强劲的财报一定程度打消了市场对AI叙事走弱的担忧，对AI算力产业链带来催 化，而算力需求激增下，能源保障成为关键环节，综合此前英伟达在800V数据中心供电架构白皮书中 提出的两级储能架构，储能相关产业链有望深度受益于AI发展浪潮下对高质量电能的需求。 "GPT之父"山姆-奥特曼也在接受采访时表示"人工智能的未来与能源的未来已经融为一体"，而太阳能 +储能将是未来能源格局的核心支柱之一。 中证人工智能主题指数聚焦AI全产业链，其中第一、第二大权重股为典型的海外算力相关标的；国证 新能源电池指数聚焦储能产业链，AIDC电源与液冷等相关公司的权重接近30%，有望受益于AIDC用电 量增长带来的新增储能需求。 人工智能ETF（159819）、储能电池ETF（159566）最新规模分别位居同标的指数第一，可助力投资者 一键布局AI算力增长与其必需的能源基础设施两大核心赛道，把握"AI+能源"带来的机 ...

Group 1 - The core viewpoint of the news highlights a positive trend in the AI sector, with significant increases in relevant indices, indicating growing investor confidence in artificial intelligence [1] - The China Securities Index for artificial intelligence rose by 1.3%, while the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increased by 1.4%, reflecting a bullish sentiment in the market [1] - Recent signals from high-level government and industry officials emphasize the importance of AI, with the State Council promoting scenario cultivation to bridge the gap between technology and industrialization [1] Group 2 - The Ministry of Industry and Information Technology stressed the deep integration of AI with manufacturing and the acceleration of breakthroughs in core technologies, indicating a strategic focus on enhancing industrial capabilities through AI [1] - Alibaba has proposed a three-stage theory for AI development and is actively promoting the construction of a super AI cloud and an open-source ecosystem, which could lead to significant advancements in the sector [1]

Group 1 - The core viewpoint of the news highlights the significant growth and interest in artificial intelligence (AI) investments, particularly through the performance of the AI ETF and the launch of new AI applications by major companies like Alibaba and Ant Group [1][2]. - As of November 18, 2025, the CSI Artificial Intelligence Theme Index rose by 1.19%, and the AI ETF (159819) increased by 1.28%, with a trading volume of 380 million yuan [1]. - Over the past three months, the AI ETF (159819) has seen a substantial growth of 6.086 billion yuan, and in the last two weeks, its shares increased by 378 million [1]. Group 2 - The AI ETF (159819) experienced net inflows of 278 million yuan over three of the last five trading days, indicating strong investor interest [1]. - On November 17, Alibaba launched the public beta version of the Qianwen APP, which is based on its self-developed Qwen3 model, marking a significant entry into the consumer AI assistant market [1]. - Ant Group introduced the "Lingguang" AI assistant on November 18, which is the first multi-modal AI assistant capable of generating applications in natural language within 30 seconds, showcasing advancements in AI capabilities [1][2]. Group 3 - Citic Securities believes that the singularity of the multi-modal industry lies in the understanding rather than the generation aspect, with mainstream models shifting from "modular" to "native multi-modal" architectures [2]. - This shift raises the barrier for building foundational models, allowing major players like OpenAI and Google to create vertically integrated ecosystems [2]. - The transition also opens up commercial value for companies focused on specific applications and technology empowerment, leading to diversified applications breaking through [2].

截至午间收盘，中证人工智能主题指数上涨0.5%，上证科创板人工智能指数上涨0.1%，人工智能ETF（159819）半日成交额超3亿元。 每日经济新闻 ...

本周，上证科创板人工智能指数下跌4.5%，中证人工智能主题指数下跌5.5%，资金持续加仓，截至昨日，人工智能ETF （159819）和科创人工智能ETF（588730）本周分别获4.3亿元和4300万元资金净流入。 华泰证券认为，人工智能行业正处于快速发展阶段，技术创新和应用场景不断拓展。随着政策支持力度的加大以及市场需 求的增长，人工智能产业链将迎来新的发展机遇。特别是中上游的基础技术领域如芯片、算法框架等，将成为未来投资的 重点方向，人工智能的长期投资价值显著。 | | 中证人工智能主题指数 | 上证科创板人工智能指数 | | --- | --- | --- | | 本周涨跌幅 | -5. 5% | -4. 5% | | 指数滚动 | 4.7倍 | 15. 3倍 | | 市销率 | | | | 滚动市销率 | 93. 2% | 79.7% | | 分位 | | | | 跟踪该指数 的ETF | 人工智能ETF | 科创人工智能ETF | | | (159819) | (588730) | 上证科创板人工智能指数 N 覆盖科创板人工智能龙头,由科创板市场中30只市值较大且 业务涉及人工智能基础资源、技术以及 ...

今日，人工智能产业链延续调整，半导体硅片、半导体设备等概念局部活跃，机器人概念跌幅居前。截至收盘，中证人工智能主题指数下跌0.9%，上证科 创板人工智能指数下跌1.0%，资金逆势加仓，人工智能ETF（159819）全天净申购近1.5亿份。 每日经济新闻 ...

Core Insights - The artificial intelligence sector is experiencing mixed performance, with the CSI Artificial Intelligence Theme Index rising by 0.4% this week, while the SSE Sci-Tech Innovation Board AI Index fell by 1.3% [1][3]. Index Performance - The CSI Artificial Intelligence Theme Index has a rolling price-to-sales ratio of 97.5%, while the SSE Sci-Tech Innovation Board AI Index has a rolling price-to-sales ratio of 98.2% [3]. - The CSI Artificial Intelligence Theme Index has shown significant growth over various time frames, with a 1-month cumulative increase of 19.6%, a 3-month increase of 61.9%, and a year-to-date increase of 61.7% [8]. - The SSE Sci-Tech Innovation Board AI Index has also performed well, with a 1-month cumulative increase of 12.5%, a 3-month increase of 48.1%, and a year-to-date increase of 57.1% [8]. Market Outlook - Huawei's recent report, "Intelligent World 2035," indicates that AI will penetrate over 90% of industries and create more than $30 trillion in digital economic value by 2035, suggesting a transformative impact on the global economy [1].

Group 1 - The Artificial Intelligence ETF (159819) has seen a significant increase in trading volume, with a turnover of 3.41% and a transaction value of 622 million yuan as of August 21, 2025 [1] - The latest scale of the Artificial Intelligence ETF reached 18.049 billion yuan, marking a new high since its launch, with a weekly average transaction of 908 million yuan, ranking first among comparable funds [1] - The ETF has experienced a substantial increase in shares, with a growth of 564 million shares over the past week, and has attracted a total net inflow of 677 million yuan over the last four days [1] Group 2 - Zhiyuan released the world's first mobile agent, AutoGLM2.0, powered by the latest open-source models GLM-4.5 and GLM-4.5V, available on iOS, Android, and web platforms [2] - According to CITIC Securities, the user penetration rate of AI large models is still low, indicating that the development of large models is in the early to mid-stage, with the industrial application cycle just beginning [2] - The capital expenditure for computing power infrastructure is expected to grow alongside the revenue from large models, suggesting a high potential investment ceiling [2]

Group 1 - The core stock Cambricon has surpassed the 1,000 yuan mark, with a significant increase of 8% in its share price, indicating strong market interest in AI-related stocks [1] - The AI ETF (159819) has seen a net inflow of 280 million yuan in a single day, continuing a trend of attracting capital with a total of over 4 billion yuan in inflows this year, making it the largest in its category with a total size of 17.338 billion yuan [1] - The semiconductor sector is experiencing heightened demand due to increased capital expenditures from overseas CSP cloud vendors and TSMC's upward revision of its revenue growth forecast for 2025, reflecting a robust market environment for the semiconductor industry [1] Group 2 - The Sci-Tech Innovation AI ETF (588730) focuses on the core segments of the AI industry chain, particularly computing chips and smart hardware, and has seen a net inflow of 160 million yuan over the past 20 days [2] - The ETF includes leading chip companies such as Cambricon and Chipone Technology, highlighting the importance of these firms in the AI sector [2]

Group 1 - The core viewpoint of the news highlights a significant increase in the performance of the AI sector, with the CSI Artificial Intelligence Theme Index rising by 4.45% and the AI ETF (159819) increasing by 4.34% as of August 18, 2025 [1] - The AI ETF (159819) has shown a cumulative increase of 9.40% over the past week, with an average daily trading volume of 880 million yuan, ranking first among comparable funds [1] - The AI ETF (159819) has experienced a growth of 203 million yuan in scale over the past week and an increase of 2.458 billion shares over the past six months, indicating significant growth [1] Group 2 - OpenAI's CEO, Sam Altman, expressed intentions to invest trillions of dollars in the infrastructure needed for AI services, which may lead to transformative changes in data center construction, capital operations, and policy support within the industry [1] - According to CITIC Securities, the AI large model has transitioned from a "technology race" to a "scene landing" phase, with accelerated commercialization of paid applications in high-value verticals such as healthcare, finance, and education expected to begin in the second half of 2025 [1] - The return on investment (ROI) for vertical scene large models has surpassed 1.5 times, with some companies, like medical AI firms, charging over one million yuan annually per client [1]