On the one hand, tariff policies may have had an impact on some traditional manufacturing industries. But on the other hand, they have also prompted countries to accelerate the pace of independent innovation in science and technology, especially in the strategic emerging industry of artificial intelligence. As the vanguard of China's technology innovation enterprises, the STAR Market has become the core driving force for the development of the artificial intelligence industry.
Artificial intelligence is booming and industry transformation is accelerating
Despite the challenges brought by the adjustment of tariff policies, China's artificial intelligence industry has changed beyond recognition. Nowadays, China has formed a complete closed loop of "computing power - model - application".
At the computing power level, the national "East Data West Computing" project has established a computing power network covering eight major hub nodes including the Beijing-Tianjin-Hebei region and the Yangtze River Delta, achieving a national integrated computing power layout.
At the model level, represented by DeepSeek, it reduces the reliance on high-end Gpus through algorithm optimization and can also help large-scale enterprises access at a low cost.
At the application level, hundreds of enterprises have connected to DeepSeek, widely covering industries such as finance, energy, logistics, and robotics. Especially in the field of robotics, major breakthroughs have been made in AI applications, and humanoid robot technology is evolving at an accelerated pace. It has already become a new high ground in technological competition, a new track for future industries, and a new engine for economic development.
From a global perspective, artificial intelligence is also an important driving force for economic growth in the next decade and is expected to become the general-purpose technology that contributes the most to global economic growth in the next decade.
In the field of technology investment, the long-term returns of assets related to artificial intelligence have significantly outperformed the overall technology sector, making it an important main line of technology investment. Moreover, in the long term, each wave of technology has given birth to technology companies that change the world. Currently, artificial intelligence is in a stage of rapid development and is expected to give rise to more influential enterprises in the future.
At the same time, by analogy with the penetration rate level, the current development status of generative AI is roughly equivalent to that of the Internet in 1987 or the mobile Internet in 2008, with a broad space for development.
Artificial intelligence is highly expected to enhance productivity levels, and its applications are penetrating into all walks of life, not limited to the technology sector. Within the technology sector, artificial intelligence is becoming a core driver of profit expectations and stock prices. The profit expectations and stock price performance of AI-related listed companies are significantly better.
2. Focus on artificial intelligence in science and technology innovation, and grasp the core track
From the perspective of industry coverage, this index focuses on the most core computing power chips and application links of the industry, with a significant increase in the content of independent control.
From the perspective of the industrial chain, the weight of basic chips and AI applications has been increased, while the weight of computing equipment, communication equipment, IDC services and other links has been reduced. This index not only has outstanding growth potential, with revenue and profit growth expectations significantly better than those of similar comparable indices, but also possesses better long-term performance and flexibility.
3. Seize the new opportunities of AI and use scientific and technological innovation tools to facilitate layout
At present, with the continuous increase in investment in artificial intelligence by the primary market and industrial capital, the revenue and profit of AI computing power are growing rapidly. AI applications have achieved cost reduction and efficiency improvement in complex scenarios. The product strength and user number of domestic AI applications are constantly improving. The artificial intelligence industry on the STAR Market is now entering a golden period of rapid development.
In the current era when the AI wave is accelerating its implementation, many institutions have successively launched investment products tracking the artificial intelligence index of the SSE STAR Market, such as the Sci-Tech Innovation AI ETF(588730), which has become one of the convenient tools for investors to increase their investment in the domestic AI industry chain.
Looking to the future, the development prospects of artificial intelligence remain broad. With the continuous advancement of technology and the sustained expansion of application scenarios, artificial intelligence is expected to achieve breakthroughs in more fields, further enhancing productivity and efficiency.
Especially in the field of generative AI, its penetration rate is still in its early stage and has huge growth potential in the next decade. With the continuous support of policies and the constant investment of industrial capital, the artificial intelligence industry will continue to maintain a rapid development trend, bringing more opportunities to investors.
