--- title: "Counter-trend breakthrough! The Cathay Pacific (159388) ETF for artificial intelligence on the ChiNext surged over 5%" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/279547260.md" description: "In the market's turbulent adjustment, the ChiNext Artificial Intelligence ETF Guotai (159388) rose more than 5% against the trend. Its core driving factors include strong demand signals from NVIDIA's GTC 2026 conference, capital inflows, and sector valuation recovery. Policy support and industry implementation are driving the artificial intelligence sector into a golden cycle, with future investment opportunities concentrated in computing power infrastructure, the scaling of the AI industry, and data elements and algorithm models. This ETF closely tracks the ChiNext Artificial Intelligence Index and is suitable for long-term allocation needs" datetime: "2026-03-18T06:53:17.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279547260.md) - [en](https://longbridge.com/en/news/279547260.md) - [zh-HK](https://longbridge.com/zh-HK/news/279547260.md) --- > 支持的语言: [English](https://longbridge.com/en/news/279547260.md) | [繁體中文](https://longbridge.com/zh-HK/news/279547260.md) # Counter-trend breakthrough! The Cathay Pacific (159388) ETF for artificial intelligence on the ChiNext surged over 5% Today, under the background of market fluctuations and adjustments, the ChiNext Artificial Intelligence ETF Guotai (159388) has shown strong performance, rising over 5%, demonstrating significant independent sector trends and capital preference. The core drivers come from a triple resonance of event catalysts, capital inflows, and sector valuation recovery: the NVIDIA GTC 2026 conference released strong demand signals for computing hardware, optical modules, PCBs, and CPOs in the industrial chain, directly boosting the prosperity expectations for AI hardware and computing segments; coupled with the fact that valuations are in a relatively reasonable range after previous sector adjustments, capital is taking advantage of this to position in high-elasticity targets, driving the ETF's rapid ascent; at the same time, there has been continuous net inflow of funds in the market, with significant net subscriptions in the past ten days, increasing trading activity and further amplifying upward momentum. From an industry fundamentals perspective, the artificial intelligence sector is currently in a golden cycle driven by both policy intensification and industrial implementation. The 2026 government work report clearly emphasizes deepening and expanding "Artificial Intelligence +", promoting the large-scale application of intelligent terminals and intelligent agents, and building ultra-large-scale intelligent computing clusters, for the first time mentioning the new business format of "intelligent native", with policies setting the tone and safeguarding the industry's development. On the industrial side, the global iteration of large models is accelerating, with an explosion in token demand at the inference end, full orders for core hardware such as 1.6T optical modules and high-speed PCBs, strong certainty in high growth for leading enterprises, and the three major segments of computing infrastructure, algorithm applications, and data elements all entering a period of expansion simultaneously. The ChiNext gathers a large number of AI hard technology and growth-oriented enterprises, with solid fundamental support. From a medium to long-term perspective, artificial intelligence remains the most certain investment mainline in the technology growth sector, with future investment opportunities clearly focused on three major directions: first, computing infrastructure and upstream hardware, including optical modules, PCBs, and CPOs, benefiting from the global wave of computing construction; second, the large-scale implementation of AI+ industries, with accelerated commercialization in scenarios such as intelligent manufacturing, smart offices, and intelligent driving; third, data elements and algorithm models, with companies that have technical barriers continuing to benefit alongside the improvement of data systems and the prosperity of open-source ecosystems. The ChiNext artificial intelligence sector, with its high growth and high elasticity attributes, can fully capture the dividends of industrial upgrades and meet long-term allocation needs. The ChiNext Artificial Intelligence ETF Guotai (159388) is an efficient tool for precisely positioning in this sector, closely tracking the ChiNext Artificial Intelligence Index (970070), covering core targets across the entire industrial chain of AI computing, algorithms, hardware, and applications, with constituent stocks focusing on high-quality technology enterprises in the ChiNext, featuring outstanding elasticity and excellent growth. As an exchange-traded ETF, this product has advantages such as convenient trading, low fees, diversified individual stock risks, and transparent holdings, with a management fee rate of 0.50% and a custody fee rate of 0.10%, suitable for investors optimistic about the long-term development of the AI industry to participate through secondary market trading or phased investment. Relying on sector policy dividends, industrial prosperity, and performance support, the ChiNext Artificial Intelligence ETF Guotai (159388) can grasp the growth opportunities in the ChiNext artificial intelligence field in a one-stop manner, making it a quality allocation choice for positioning in the AI sector Daily Economic News ### 相关股票 - [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md) ## 相关资讯与研究 - [Got $5,000? 3 AI supercycle growth stocks at every layer of the stack](https://longbridge.com/zh-CN/news/281690338.md) - [The AI Revolution and The 90s Internet Boom](https://longbridge.com/zh-CN/news/281005956.md) - [This underrated artificial intelligence (AI) infrastructure stock has surged 80% in a year. 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