in early trading, AI robot plate was active, AI artificial intelligence ETF was up 1.21, component Kunlun wanwei (300418) was up 6.06, Cambrian (688256) was up 4.59, jingchen (688099) was up 3.85, and all wins electronics (600699), qianfang technology (002373) and other stocks followed suit. The 2023 World Robotics Conference will be held in Beijing from August 16 to 22. At this conference, Samsung will launch a semiconductor humanoid robot, which can smell and taste, and the wave of physical intelligence will advance.

In terms of policy, the Beijing Municipal Bureau of Economics and Information Technology yesterday issued "Several Measures for Promoting the Innovation and Development of the Robot Industry in Beijing", making every effort to create a source of robot technology innovation, an application demonstration highland and a high-end industrial cluster. According to the "several measures", the city will set up a robot industry fund of 10 billion yuan to support the incubation of innovation teams, the transformation of technological achievements, mergers and acquisitions, and the development and growth of enterprises.

Recently, by the United States to China semiconductor investment policy landing, the domestic capital market to boost the policy is less than expected, superimposed on the policy to support the initial housing enterprises leading the stage of the liquidity pressure of the garden, the market risk appetite fell back again, AI plate by the market down, valuation has been damaged. However, the model training and reasoning scenarios brought about by the development of the new generation of artificial intelligence have a strong demand for AI cloud services. However, due to the shortage of GPU supply in the Chinese market in the short term, the relevant demand has not been met, the incremental opportunities brought by AI-related services have not been released, and the valuation of AI plate is still relatively at the bottom, with sufficient room for improvement.

At present, the AI industry is accelerating towards the landing period of 1-N, and AI is expected to become the main line of Chinese medicine investment in the next few years. China Securities Artificial Intelligence Index in the industry chain upstream computing power, midstream algorithm, downstream AI + application balanced layout, for the AI sector is still in the early stages of the outbreak, indexing investment is an excellent tool to grasp the industry's outbreak of beta market, it is recommended to continue to pay attention to AI artificial intelligence ETF(512930).