--- title: "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" type: "News" locale: "en" url: "https://longbridge.com/en/news/281287714.md" description: "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" datetime: "2026-04-01T02:09:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281287714.md) - [en](https://longbridge.com/en/news/281287714.md) - [zh-HK](https://longbridge.com/zh-HK/news/281287714.md) --- # 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 In terms of on-site ETFs, as of April 1, 2026, 09:45, the CSI Artificial Intelligence Industry Index (931071) surged by 2.82%, with constituent stock VeriSilicon rising by 10.48%, UCloud rising by 6.74%, Cambricon rising by 4.48%, and stocks such as Guangxun Technology and Guanghuan Xinnet also following suit. The Artificial Intelligence ETF Harfor (515980) rose by 2.53%. On the international front, OpenAI has completed a round of financing transactions totaling $122 billion, with the company's valuation reaching $852 billion. This marks the largest financing round for the company to date, supporting its expensive investments in chips, data centers, and talent. Most of the funds from this months-long financing round came from three major tech companies. Amazon agreed to invest $50 billion in this round, while NVIDIA and SoftBank Group each invested $30 billion. Recently, the demand for AI computing power is accelerating from the training phase to the inference phase, with global AI infrastructure spending expected to reach $450 billion by 2026, where the proportion of investment on the inference side will exceed 70% for the first time. CITIC Securities' research report believes that since 2026, domestic large model manufacturers have focused on upgrading Agent and coding capabilities, competing to release new models. The upcoming next-generation model DeepSeek is expected to continue the high cost-performance open-source model route, achieving stronger memory functions and ultra-long context processing capabilities, while improving coding and Agent capabilities and addressing multi-modal shortcomings, bringing new investment opportunities in model manufacturing, AI applications, and AI infrastructure. The Artificial Intelligence ETF Harfor (515980) tracks the CSI Artificial Intelligence Industry Index and leverages the advantages of the three-layer closed-loop compilation logic of the underlying index + quarterly rebalancing to closely follow industry trends, making it a quality small-cap index for allocating A-share AI assets. In March, the CSI Artificial Intelligence Industry Index (931071.CSI) completed its latest quarterly regular adjustment. After this adjustment, the core structure of the index maintained a high degree of stability and balance: the ratio of computing power (hardware foundation) to applications (software scenarios) remains at the golden ratio of 6:4, while the weight of the three core sub-segments of AIGC applications, optical modules, and ASIC chips each exceeds 20%, collectively dominating the index; this lays a foundation for the index to closely follow the certainty of computing power infrastructure while not missing the potential for application explosions. 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