注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息面，国务院发布《关于深入实施"人工智能+"行动的意见》，推动人工智能技术与各行业、各 领域广泛深度融合。提出到2027年，率先实现人工智能与6大重点领域广泛深度融合，新一代智能终 端、智能体等应用普及率超70%，智能经济核心产业规模快速增长。到2030年，新一代智能终端、智能 体等应用普及率超90%，智能经济成为我国经济发展的重要增长极。到2035年，我国全面步入智能经济 和智能社会发展新阶段。 国泰海通表示 ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 20cm速递 | 创业板人工智能ETF国泰（159388）当日涨超4.6%，通信行业AI融合趋势受关注 华创证券指出，通信行业近期表现强劲，行业关注点集中在AI与硬件的深度融合：DeepSeek-V3.1 模型正式上线，其UE8M0 FP8精度模式针对下一代国产芯片设计，有望解决国产算力产业链中芯片与 AI模型适配性问题，推动AI产业从"应用追赶向生态主导"升级。此外，运营商、光模块、卫星通信等细 分领域持续受到 ...

国海证券指出，2024年"人工智能+"首次被写入政府工作报告，2025年政府工作报告提出持续推进"人工 智能+"行动，相关政策加速出台并逐步深化。从市场表现看，2024年3月至2025年7月，TMT板块整体 涨幅居前，其中硬件端表现突出，海外算力相关的元件（PCB）和通信设备（光模块）领涨，呈现"戴 维斯双击"。应用端相对滞涨，但基金仓位分位较低，IT服务、软件开发等板块交易拥挤度较低。后续 重点关注应用端机会及人工智能赋能的行业，如机器人、智能驾驶、创新药、金融科技等。政策密集落 地期有望推动人工智能在经济社会各领域加快普及和深度融合。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 （文章来源：每日经济新闻） 创业板人工智能ETF国泰（159388）跟踪的是创业板人工智能指数（970070），单日涨跌幅可达20%。 该指数从创业板市场中选取涉及 ...

Core Viewpoint - The recent performance of the ChiNext AI ETF (159388) indicates a positive outlook for the AI industry, with expectations of significant marginal changes in the coming months due to the launch of new models and ongoing policy support for domestic computing power [1] Group 1: AI Industry Outlook - The AI sector is anticipated to experience substantial growth driven by the introduction of new models, which will likely enhance the sustainability of its upward trend [1] - Domestic computing power is viewed as a cornerstone for national development, expected to receive continuous policy support, including procurement by central state-owned enterprises and backing for major technology projects [1] - The AI application sector has seen relatively modest gains previously, but with the release of new models and the proliferation of technology, a qualitative change is expected to emerge from the accumulated quantitative growth [1] Group 2: Investment Focus Areas - Robotics, as a significant application area of AI, is projected to accelerate in growth [1] - The technology sector is expected to become the main focus of future market trends, while interest in cyclical sectors is anticipated to decline [1] - The overall rise in the AI industry chain is particularly optimistic for domestic computing power, AI applications, PCB-related sectors, and specific areas within robotics [1] Group 3: ETF and Index Information - The ChiNext AI ETF (159388) tracks the ChiNext AI Index (970070), which can experience daily fluctuations of up to 20% [1] - The index comprises securities from companies involved in the development and application of AI technologies, covering various fields such as software and hardware R&D, and intelligent services [1] - The index aims to reflect the overall performance of publicly listed companies related to AI and highlights the potential for technological innovation and growth, especially in the information technology and high-end manufacturing sectors [1]

Group 1 - The artificial intelligence industry is identified as a key direction for technological self-reliance, with a focus on AI Agents, AI applications (independent software applications, AI glasses, etc.), humanoid robots, and autonomous driving [1] - Major domestic companies are initiating a new round of AI capital expenditure, with H20 resuming exports to China, and performance in the computing and communication sector, such as that of Xinyi, exceeding market expectations [1] - The release of China's AI model Kimi K2 has garnered global attention, marking a significant technological breakthrough [1] Group 2 - Attention is drawn to the need for breakthroughs in "choke point" technologies, particularly in the manufacturing supply chain centered around HBM (High Bandwidth Memory) [1] - The data element direction includes data authorization operation platforms, resource developers, and cross-border circulation [1] - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), which can experience daily fluctuations of up to 20%, reflecting the overall performance of listed companies in the AI sector [1]

Group 1 - The core theme of the event held by the Shenzhen Stock Exchange on May 23, 2025, is "Empowering Intelligence, Pursuing New Blue Oceans," focusing on how AI technology is reshaping business ecosystems and driving performance growth [1] - Northeast Securities indicates that the AI industry is entering a period of accelerated commercialization, with 2025 expected to be the year of commercialization for AI integrated machines [1] - The rise of domestic open-source models is accelerating the penetration of AI technology across various industries, with key application areas being healthcare, education, government, and industrial sectors [1] Group 2 - The long-term market size for healthcare AI is projected to reach between $225 billion and $450 billion, covering the entire process from prevention to diagnosis, treatment, and rehabilitation [1] - In the education sector, AI is facilitating personalized learning through intelligent agents, while industrial AI is achieving distributed intelligent networks via edge computing [1] - The demand for AI computing power is experiencing significant growth, with domestic and international major companies' capital expenditures increasing by 67.5% year-on-year, maintaining a high level of prosperity in the domestic computing power ecosystem and AIDC industry chain [1] Group 3 - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), which is compiled by Shenzhen Securities Information Co., Ltd., selecting listed companies involved in AI technology and its applications from the ChiNext market [1] - The index focuses on sectors such as machine learning and natural language processing, with an emphasis on information technology and high-end manufacturing, aiming to reflect the overall performance of AI-related listed companies in the ChiNext market [1]