预计2028年中国AI PC年出货量激增60倍，人工智能ETF（159819）、云计算ETF（516510）等产品布局产业链龙头

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截至10:10，中证云计算与大数据主题指数上涨1.9%，中证人工智能主题指数上涨1.5%，中证软件服务指数上涨1.1%。IDC最新数据显示，上半年不论是芯片端还是PC厂商，都在AI PC市场快速布局，相关的大模型、生态以及交互也都在发生着日新月异的变化。随着算力和大模型平台的进一步加强，AI PC不断进化，预计到2028年，AI PC将占据全球PC市场的2/3，中国AI PC年出货量将是2024年...

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