In recent years, the rapid development of artificial intelligence (AI) technology has profoundly reshaped the global economic landscape. The rise of China in the field of AI is not only reflected in the continuous breakthrough of cutting-edge technology, but also relies on its large market size, well-developed industrial chain layout, and policy dividends, opening up new growth tracks for investors. In this era of the wave, AI and related industries such as robotics have become the focus of the market, driving the popularity of science and technology innovation artificial intelligence ETFs (588730.SH) and robotics ETF YiFangDa (159530.SZ) and other products to continue to rise. "Lightweight Brain" DeepSeek empowers the edge Taking DeepSeek as an example, its AI model R1 released before the Spring Festival combines the two major advantages of "low cost" and "high performance." The training cost of R1 is only 5.58 million US dollars, compared to 63 million US dollars for GPT-4, the cost is reduced to one-tenth, like a "lightweight brain", which lowers the threshold for AI research and application for more institutions. In terms of performance, R1 can rival OpenAI's top model o1, especially in natural language processing, generating content that is more fluent and natural, significantly improving user experience. The two major advantages of DeepSeek stem from multiple technological innovations. For example, R1 uses "pure reinforcement learning" technology to solve the problem of unclear AI output content through continuous self-learning and iterative optimization. At the same time, by using advanced technologies such as MLA, MoE training framework, and FP8 mixed precision, R1 achieves efficient use of computing power, like a "meticulous chef", maximizing the use of every bit of computing power to output the best solution. Furthermore, the "lightweight" and "high-performance" characteristics of R1 enable it to run efficiently on terminal devices such as mobile phones and smart speakers, significantly improving user experience. Recently, major home appliance giants such as Changhong, Hisense, Skyworth, TCL, as well as smart hardware brands such as Xiaodu, have successively joined DeepSeek, enhancing their product competitiveness. AI humanoid robots may reach a new level by the end of the year In addition to AI models, China has made significant progress in the field of robotics. On February 19, the Shanghai AI Laboratory, Shanghai Jiao Tong University, and other institutions jointly released the BeamDojo reinforcement learning framework, which enables humanoid robots to achieve agile and robust movement on sparse terrain. The innovation of the BeamDojo framework lies in its two-stage reinforcement learning training strategy. The robot first undergoes training on flat ground, then switches to optimizing strategies on actual task terrain, significantly improving learning efficiency. In addition, the framework also uses a sample-based foothold reward mechanism and a "dual evaluator" architecture to further enhance the robot's terrain perception. The YuShu humanoid robot G1 equipped with the BeamDojo framework showed strong adaptability on complex terrains such as balance beams and stakes, even performing well while carrying a 6kg weight and being disturbed by external forces. Wang Xingxing, CEO of YuShu Technology, recently stated that under the drive of AI, robot technology is progressing rapidly every day. By the end of this year, it is expected that AI humanoid robots will reach a new level, and by next year or the year after, some basic service or industrial applications can be widely promoted. AI-related indexes have risen by more than 20% this year Due to the outstanding performance of cutting-edge technologies represented by the DeepSeek model and the BeamDojo reinforcement learning framework, the AI-related industry chain index has become the focus of the market. The Science and Technology Innovation Board AI Index focuses on the core of the AI industry chain, including computing power chips and intelligent hardware links. With the rise of Chinese AI companies like DeepSeek, the domestic AI industry chain's independent controllable content has significantly increased. The concentration of constituent stocks in the science and technology innovation artificial intelligence index is also significantly higher than similar indexes, with the top ten constituent stocks accounting for over 70%, showing a deep layout in the core areas of AI. The Guo Zheng Robot Industry Index focuses on AI hardware terminals, focusing on the layout of China's robotics industry, including robot components, algorithm control, and battery power modules. The top three weighted industries are machinery equipment, computers, and power equipment. As of February 25, 2025, both indexes have accumulated a cumulative increase of over 20% this year. Currently, there are products such as the Science and Technology Innovation AI ETF (588730.SH) and the Robotics ETF YiFangDa (159530.SZ) that track these two indexes, providing investors with convenient and efficient tools to invest in the AI industry. In addition, cloud computing is the core infrastructure of the AI industry. By 2023, China's cloud computing market size had reached 616.5 billion yuan, and is expected to exceed 2.1 trillion yuan by 2027. Products such as the Cloud Computing ETF (516510.SH) track the CSI Cloud Computing and Big Data Theme Index, which covers 50 cloud computing, big data, and hardware equipment companies, deeply participating in the growing demand for AI computing power and capturing the dividend of cloud computing development. There is also the CSI AI Theme Index, which covers the entire AI industry chain, involving companies in various technologies such as AI algorithms, chips, big data, computer vision, speech recognition, etc., and fully benefiting from the accelerated penetration and commercialization of AI technology in various industries. Currently, there are products such as the AI ETF (159819.SZ) tracking this index, providing investors with efficient investment tools to capture the dividends of the development of the entire AI industry chain. AI era boosts strong performance in telecom sector attracting capital inflows It is worth mentioning that the deep empowerment of AI technology has also driven growth in the telecommunications sector. The strong performance of the telecommunications sector last Friday may be attributed to a significant increase in cloud service capabilities of the three major operators after accessing DeepSeek. According to Tianfeng Securities, in the first half of 2024, the revenues of Tianyi Cloud, Mobile Cloud, and Unicom Cloud increased by 20.4%, 19.3%, and 24.3% year-on-year respectively. If this growth rate is extrapolated for the whole year, the valuation of operator cloud businesses will increase significantly. Furthermore, to cope with the surge in computing power demand brought about by the rapid development of AI technology, the three major operators significantly increased their investments in computing power construction in 2024, coupled with high dividends and steady performance, making the telecommunications sector a quality choice for long-term investment for investors seeking stable returns. The telecommunications sector focusing on the telecommunications sector now has access to the DeepTech AI-enabled telecommunications zone.ETF (563010.SH) and other products track the CSI Telecommunications Theme Index, focusing on core areas such as telecommunications operations services, communication equipment, data centers, etc., selecting 50 high-quality listed companies as samples to reflect the overall performance of the telecommunications sector. The index has a significant leader effect, with the top ten weighted stocks accounting for over 75%, including the three major telecom operators' weights totaling nearly 50%. The high concentration enables the index to benefit from the steady growth of industry leaders and the rapid development of emerging businesses.Asaba su mano en seal de despedida.