In recent years, driven by policies that use technological innovation to lead the development of new productive forces, the technology growth style has led the A-share market. Particularly since the beginning of the year, with the impetus from DeepSeek, the artificial intelligence sector has performed outstandingly.

After the previous upward trend, although the market has recently experienced adjustments, the long-term upward trend remains unchanged. Against this backdrop, the Guotai SSE STAR Market AI ETF is about to launch, which is expected to seize the timing for portfolio construction and help investors capture long-term investment opportunities in the AI sector.

It is reported that the Guotai SSE STAR Market AI ETF closely tracks the SSE STAR Market AI Index. It selects 30 securities of listed companies with large market capitalizations and businesses involved in providing basic resources, technologies, and application support for artificial intelligence from the STAR Market as index samples, reflecting the overall performance of representative AI industry listed companies in the STAR Market. According to the Shenwan primary industry classification, it mainly focuses on five major sectors: electronics, computers, home appliances, machinery equipment, and communications, covering multiple fields such as computers, chips, software, and services.

Based on the index’s past performance, after September 2024, on the one hand, thanks to achievements in capital market development, and on the other hand, due to the expanding influence of domestic computing power from an industrial perspective, the STAR Market AI (SSE STAR Market AI Index) has risen by nearly 130% under multiple favorable factors.

Institutions believe that the biggest advantage of the STAR Market AI lies in its dual engines, namely North American computing power and domestic computing power. Since September 2024, China has vigorously developed its capital market, leading to a revaluation of high-quality assets in A-shares and increased emphasis on domestic computing power. As for North American computing power, the AI industry has accelerated its development this year, making the engine equally powerful. For investors optimistic about the AI industry trend, the STAR Market AI can relatively well represent the industry’s prosperity.

A Galaxy Securities research report pointed out that global AI technology is developing rapidly, and breakthroughs in large models have driven explosive growth in the industry. It is estimated that the global artificial intelligence market size will reach $3.68 trillion by 2034. With the dual impetus of policy support and technological innovation, China is accelerating the layout of its artificial intelligence industry.

According to iResearch predictions, China’s artificial intelligence industry will maintain an average annual compound growth rate of 32.1% over the next five years, breaking through the trillion-yuan market size by 2029. The future of domestic artificial intelligence remains vast and promising. Interested investors are advised to pay attention to the upcoming Guotai SSE STAR Market AI ETF to seize the opportunities of the era in the wave of technology.