The AI ETF Harfor surged 2.53% in early trading, as domestic large model manufacturers focus on upgrading Agent and coding capabilities, presenting new investment opportunities in AI infrastructure
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The artificial intelligence ETF Harfor rose 2.53% in early trading, while the CSI Artificial Intelligence Industry Index increased by 2.82%. Component stock VeriSilicon rose by 10.48%, and UCloud increased by 6.74%. OpenAI completed a $122 billion financing round, reaching a valuation of $852 billion, with investments from Amazon, NVIDIA, and SoftBank Group. It is expected that global AI infrastructure spending will reach $450 billion by 2026, with the share of inference-side investment exceeding 70%. CITIC Securities believes that domestic large model manufacturers will focus on upgrading Agent and coding capabilities, bringing new investment opportunities
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