截至2026年1月14日 13:51，CS人工智指数(930713)强势上涨1.76%，盘中最高涨超3%。成分股用友网络 涨停，中科星图涨超9%，光迅科技、润泽科技、恒玄科技等个股跟涨。 银河证券强烈看好GEO市场潜力，认为其作为营销刚需，2026年上半年服务商将集中推出相关产品或 战略，大模型厂商也将在信源治理、GEO优化层面出台新政策，相关营销企业有望率先享受增长红 利。 国信证券表示，2026年有望成为"本土硬科技收获之年"。AI产业链在业绩趋势中从分歧走向共识，国内 科技产业在AI创新周期中体现更强全球竞争力，算力+存力硬件层面供不应求态势延续，PCB、服务器 等产业链将迎来量价齐升的高速成长期。 天弘中证人工智能(A:011839；C:011840)为被动指数型基金，紧密跟踪中证人工智能主题指数，追求跟 踪偏离度与误差最小化。该指数覆盖人工智能全产业链龙头，包括基础层（芯片/算力）、技术层（算 法/框架）与应用层（行业解决方案），聚焦半导体、计算机、软件等核心领域，全面表征中国AI产业 生态。 感兴趣的伙伴，上支付宝、天天基金、京东金融等渠道搜索：天弘中证人工智能(A:011839； C:01184 ...

Wind数据显示，2025年9月10日午后开盘，中证全指通信设备指数涨超5%，成份股工业富联涨停，东 方通信、海格通信、中际旭创、新易盛等涨超7%；中证人工智能主题指数一度涨超4%，成份股协创数 据涨超12%，中际旭创、澜起科技、新易盛等跟涨。 消息面上，国务院新闻办举行高质量完成"十四五"规划系列主题新闻发布会，工信部发布五年来工业和 通信业发展成就，"十四五"期间，我国制造业增加值增量预计达到8万亿元，占全球比重接近30%，总 体规模连续15年保持全球第一；我国建成全球最大、覆盖最广的网络基础设施，5G基站达459.8万个， 重点工业互联网平台设备连接数超过1亿台（套）；建成3.5万多家基础级、230多家卓越级智能工厂。 天风证券坚定看好AI行业作为年度投资主线，整体上积极看好25年或成为国内AI基础设施竞赛元年以 及应用开花结果之年。中美AI均进展不断，同时推理端持续推进。建议持续关注AI产业动态及AI应用 的投资机会。此外，卫星近期有较多产业进展，卫星互联网作为未来空间广阔的产业方向，相关产业链 核心标的建议积极关注。 国盛证券认为，算力服务有望迎来业绩拐点。除了AI算力资本支出热潮的一阶受益者（硬件 ...

Group 1 - The core viewpoint is that emerging sectors such as artificial intelligence, smart manufacturing and robotics, and next-generation information technology are expected to drive growth in the ChiNext market [3][4]. - The weight of the pharmaceutical industry in the ChiNext has decreased from 30% to nearly 20% over the past 3 to 5 years, while the weight of the new energy sector has dropped from over 40% in August 2022 to just above 30% [3]. - The TMT (Technology, Media, and Telecommunications) sector has seen an upward trend in its weight within the ChiNext [3]. Group 2 - The artificial intelligence sector is rapidly evolving, with domestic AI computing power expected to develop quickly in the next one to two years. The domestic AI chip industry is becoming self-sufficient due to U.S. restrictions on AI chip exports [3]. - Major cloud service providers in China are projected to double their capital expenditures by 2025, which will catalyze the growth of domestic AI computing power [3]. - The cost of large AI models has significantly decreased, benefiting downstream applications in terms of revenue and cost [3]. Group 3 - The smart manufacturing and robotics sector is gaining attention, with rapid development in humanoid robots and related industries. The acceleration of domestic substitution in high-end manufacturing, such as semiconductor testing and precision manufacturing equipment, is expected to enhance domestic awareness [3]. - The new generation information technology sector, including quantum computing and 6G communication, is approaching practical applications as research progresses [4]. - 6G communication is anticipated to achieve integrated air and space capabilities, with related companies likely to emerge as significant players in the ChiNext market [4]. Group 4 - Tianhong's fund products, such as Tianhong CSI Artificial Intelligence (Class A: 011839, Class C: 011840) and Tianhong CSI Robotics ETF Link (Class A: 014880, Class C: 014881), closely track their respective indices, reflecting the overall performance of companies in the AI and robotics sectors [4].