The GEM AI ETF surged 5% to lead the market! China's "Communication-Matrix Model" published in a Nature sub-journal.

On April 16th, the AI sector surged again, driving the ChiNext Index to an 11-year high! As of 14:41, the ChiNext Artificial Intelligence ETF China Merchants (159243) soared 5.00%, leading the gains across the board. All constituent stocks surged — Rongke Technology, Xieshuang Data, Aofei Data, New Easecom, and Tianfu Communication were among the top gainers, with optical module and computing power leaders collectively skyrocketing.

Analysis points out that the sustained explosion of the AI industry stems from a triple resonance of technological breakthroughs, computing power demand, and policy support:

Technological Breakthrough: China's "General Matrix Model" was published in a Nature sub-journal, marking that multimodal AI is moving from technical research to industrial transformation. The performance gap between Chinese and US AI models has narrowed to 0.3%, with domestic computing power accelerating its catch-up.

Computing Power Demand: The demand for large model training and inference is rising exponentially. AI applications are evolving from "general coverage" to "scenario penetration," directly driving explosive growth in computing power infrastructure such as optical modules and chips.

Policy Support: The government work report has deployed "AI+" for three consecutive years, and for the first time in 2026 proposed "building a new form of intelligent economy," providing a clear policy direction for industrial development.

The ChiNext Artificial Intelligence ETF China Merchants (159243) tracks the ChiNext Artificial Intelligence Index, covering the entire AI industry chain including AI hardware (optical modules, chips), AI applications, and AI software. The top three weighted stocks — New Easecom, Zhongji Xuchuang, and Tianfu Communication — have a combined weight of nearly 40%, making it a core tool for positioning in the AI industry wave. With the resonance of technological breakthroughs and computing power demand, this ETF is expected to continue benefiting from the golden development period of the AI industry.