--- title: "Overseas AI commercialization accelerates, domestic super nodes are expected to scale up, and the technology series ETFs under Southern Fund are attracting attention for investment opportunities" type: "News" locale: "en" url: "https://longbridge.com/en/news/283275718.md" description: "The commercialization of AI overseas is accelerating, and domestic super nodes are expected to see significant growth. The China Southern CSI AI ETF (159382) rose by 10.20% this week, the China Southern SSE STAR Chip ETF (588890) increased by 5.12%, and the China Southern SSE STAR Artificial Intelligence ETF (589230) went up by 3.60%. With the acceleration of AI commercialization, the demand for large models has rebounded after price increases, leading to improved gross margins in the cloud. It is expected that the market space will reach 341.4 billion yuan by 2028, with an annual growth rate of 194%. Cloud vendors' capital expenditures have doubled, ByteDance's inference chips are expected to be mass-produced within the year, and Alibaba's T-head GPUs have already been produced at scale" datetime: "2026-04-20T01:04:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283275718.md) - [en](https://longbridge.com/en/news/283275718.md) - [zh-HK](https://longbridge.com/zh-HK/news/283275718.md) generator: "portal-rs" --- # Overseas AI commercialization accelerates, domestic super nodes are expected to scale up, and the technology series ETFs under Southern Fund are attracting attention for investment opportunities As of Friday's close, the China Southern SSE STAR Artificial Intelligence ETF (159382) tracked the underlying asset of the China Southern SSE STAR Artificial Intelligence, which rose 10.20% this week; the China Southern SSE STAR Chip ETF (588890) tracked the underlying asset of the China Southern SSE STAR Chip, which rose 5.12% this week; the China Southern SSE STAR Artificial Intelligence ETF (589230) tracked the underlying asset of the China Southern SSE STAR Artificial Intelligence, which rose 3.60% this week. The commercialization of AI is accelerating comprehensively, with an increase in usage after the price adjustment of large models, leading to a significant improvement in cloud gross margins. Overseas orders are scheduled until 2028, with self-developed chips generating annual revenue exceeding $20 billion and capacity sold out in advance. On the domestic computing power side, super nodes compensate for the gap of single cards through system-level interconnection, with the market space expected to reach 341.4 billion yuan by 2028, and an annualized growth rate of 194% over three years. Cloud vendors' capital expenditures have doubled, ByteDance's inference chips are set for mass production within the year, and Alibaba's T-head GPU has already achieved large-scale production. DeepSeek V4 will be released in late April, with full-stack adaptation for Huawei Ascend CANN for the first time, completing the migration from CUDA, exacerbating the scarcity of computing power. Model capabilities continue to leap forward, with the latest models significantly leading in fields such as software engineering and cybersecurity, capable of autonomously exploiting zero-day vulnerabilities, with Agent fully landing imminent. ![Image](https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/O17RqToE-V8QY8iCjUdgTCikjPh-OvsTA8QpkAyNaEQmYAA/1000?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) ### Related Stocks - [588890.CN](https://longbridge.com/en/quote/588890.CN.md) - [512480.CN](https://longbridge.com/en/quote/512480.CN.md) - [159382.CN](https://longbridge.com/en/quote/159382.CN.md) - [589230.CN](https://longbridge.com/en/quote/589230.CN.md) - [512760.CN](https://longbridge.com/en/quote/512760.CN.md) - [159325.CN](https://longbridge.com/en/quote/159325.CN.md) - [399608.CN](https://longbridge.com/en/quote/399608.CN.md) - [000685.CN](https://longbridge.com/en/quote/000685.CN.md) - [000680.CN](https://longbridge.com/en/quote/000680.CN.md) - [BYTED.NA](https://longbridge.com/en/quote/BYTED.NA.md) - [09988.HK](https://longbridge.com/en/quote/09988.HK.md) - [BABA.US](https://longbridge.com/en/quote/BABA.US.md) - [DPSK.NA](https://longbridge.com/en/quote/DPSK.NA.md) - [HUAWEI.NA](https://longbridge.com/en/quote/HUAWEI.NA.md) - [89988.HK](https://longbridge.com/en/quote/89988.HK.md) - [HBBD.SG](https://longbridge.com/en/quote/HBBD.SG.md) ## Related News & Research - [07:55 ETEVERSANA Expands AI-Powered Commercialization Platform with New Capabilities Across Medical Affairs, Market Research and Commercial Operations](https://longbridge.com/en/news/296486417.md) - [08:40 ETCrogl Selected to Advance AI-Enabled Cyber Defense for the U.S. Air Force](https://longbridge.com/en/news/296492997.md) - [Helport AI expands revenue-generating AI Labor deployments for consumer hardware customer service in North America, Europe](https://longbridge.com/en/news/296491820.md) - [Most of Gen Z is now afraid AI will steal their jobs.](https://longbridge.com/en/news/296492576.md) - [DCAI and Corti Launch Sovereign AI Control Layer for European Enterprises - Trifork First to Adopt as Implementation Partner](https://longbridge.com/en/news/296489809.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**