Recently, Google released a new generation of Gemini models, which have excellent performance in all aspects, attracting market attention to the TPU industry chain and verifying the effectiveness of AI computing power investment. The AI sector rebounded with the trend. Among them, the Science and Technology Innovation Entrepreneurship AI Index With an increase of 85.07% during the year, it has become the focus of market attention. For this much-watched index, major institutions are also stepping up their layout. Recently, the first batch of ETFs including the Invesco Great Wall China Securities Science and Technology Innovation Entrepreneurship Artificial Intelligence ETF (hereinafter referred to as Invesco Science and Technology Innovation Artificial Intelligence ETF; code 159142) The official release of the ETF tracking the Science and Technology Innovation AI Index is expected to become an important tool for investors to fully capture the development opportunities of the artificial intelligence industry chain. (Data source: Wind, as of 2025/11/27)
Spanning the Science and Technology Innovation Board and GEM, and focusing on the leaders of the entire AI industry chain are the unique advantages of this index. Due to their different positioning, the Science and Technology Innovation Board and the GEM have their own strengths. The Science and Technology Innovation Board mainly focuses on "internal circulation" and strives to overcome "stuck necks" in key areas. It brings together a number of artificial intelligence related to domestic alternative links such as electronics and computers. Enterprises; the GEM focuses on "external circulation" to help growth-oriented and innovative enterprises create international competitive advantages and cultivate a number of companies that focus on infrastructure links such as optical modules.The Science and Technology Innovation AI Index selects 50 listed companies from the Science and Technology Innovation Board and the GEM whose businesses involve AI basic resources, technology and application fields as samples, and includes excellent AI targets in the two major sectors, such asCambrian andLanqi Technology and other chip manufacturers,Zhongji Xuchuang andXinyisheng, are expected to more comprehensively characterize the development status of the AI industry chain.
Judging from the industry distribution of the index, communications equipment and semiconductors are the dominant players, accounting for 69.1% together; at the same time, the inclusion of software development, IT services and other industries has further improved its industry structure, which can not only lay out AI localization opportunities, but also track overseas computing power links and AI application opportunities. An analysisfrom the CICCresearch report pointed out that the AI technology field has experienced three years of rapid development and is expected to gradually enter the stage of industrial application fulfillment next year. There are still opportunities in computing power, optical modules, and cloud computing infrastructure. In this case, the layout achieved through AI for science and technology innovation is expected to keep up with changes in industrial trends and market conditions, and more comprehensively grasp investment opportunities in the AI field. (Data source: Wind, divided by Shenwan's secondary industries, as of 2025/11/27)
More comprehensive coverage of the AI industry chain has also brought sufficient growth momentum and high income elasticity to the Science and Technology Innovation Entrepreneurship AI Index.In this round of technological growth, the Science and Technology Innovation and Entrepreneurship AI Index has shown strong explosive power. Wind data shows that as of November 27, the Science and Technology Innovation Entrepreneurship AI Index has increased by 193.91% since last year's "9.24", significantly outperforming the GEM artificial intelligence (185.12%), Science and Technology Innovation AI (148.22%) and China Securities Artificial Intelligence (127.71%).
Is it still a better window for AI layout? Industrial Securitiessaid that after previous adjustments and digestion, the current congestion in most AI segments has dropped back to a historical low. At the same time, Ali's confidence in the commercialization of domestic AI applications has been boosted and the multimodal capabilities of Google's new generation models have been improved. The accelerated penetration and implementation of AI in content production, marketing, e-commerce, office and other scenarios has significantly catalyzed the middle and lower reaches of AI. In terms of funds, incremental funds continue to enter the market. Wind data shows that as of November 23, 2025, the growth rates of products tracking artificial intelligence-related indices in 2024 and 2025 exceeded 91.57% and 357.76% respectively. Long-term capital allocation needs continue to increase.
In addition, it is also worth mentioning that Invesco Great Wall, the manager of the artificial intelligence ETF for science and technology innovation, has made a mark in the ETF field in recent years, providing investors with many distinctive ETF varieties.At the Technology Track, the company has formed a product matrix covering both home and abroad, including products that track core component length-width-base indices such as Entrepreneurship 50, Science and Technology Innovation 50, Science and Technology Innovation Composite Index and Beijing Securities 50, as well as products focusing onrobots, batteries, TMT, chips and other technology-themed track products, as well as overseas technology products represented by Nashi Technology, help investors capture investment opportunities for domestic and foreign technological development. The issuance of Invesco Artificial Intelligence ETF for Science and Technology Innovation has further improved the layout of the company's ETF business on the hard technology product line, and also provided investors with an investment tool that comprehensively covers the AI industry chain.
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