As we dive deeper into the financial tides swept up by the surge in artificial intelligence (AI), led by the remarkable advancements of firms like DeepSeek, evaluating the index that has truly embraced this technological revolution becomes essentialTo understand this landscape, we must take a step back and assess which specific AI-related indexes have exhibited superior performancePerhaps the pressing question on everyone’s mind is whether the current leading indexes will maintain their upward trajectory through the remainder of the year.

In our analysis, we've selected a suite of relevant thematic industry indexes, including two Hong Kong stock indices, across a temporal framework that highlights two significant periods: from September 24 of last year to the present, and year-to-date metricsThe most striking observation is that all twelve selected indexes have consistently outperformed the Shenzhen-Hong Kong 300 index during this timeframeThis data glaringly illustrates the profound impact of the rising fervor for AI, demonstrating that market dynamics are more than just uniform trends but rather shifting narratives driven by technological advancements.

Zooming in on specifics, since September 24, the indexes that have thrived with increases of over 60% prominently include those tied to the computational power realms like big data, cloud computing, and semiconductors alongside the broader AI realm comprising robotics and newly emerging models such as those by DeepSeekNotably, in recent months, the Hang Seng Technology Index has seen an even sharper ascent compared to its contemporariesAnalyzing the significance of these findings invites intrigue regarding the underlying logic propelling this growth.

Artificial Intelligence is inherently complex, comprising a vast and multifaceted industrial chainAs delineated by China's Ministry of Industry and Information Technology, the industry can be clarified into four primary segments: the foundational layer, the framework layer, the model layer, and the application layer

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The model layer encompasses technologies akin to ChatGPT, China's Doubao, and the prevailing DeepSeek model—which can be likened to the 'brain' of AI technologiesMeanwhile, real-world applications thrive in embedded devices, such as smart assistants on our smartphones, autonomous driving innovations, and gaming enhancementsThe foundational layer, which represents computational support, acts as the bedrock necessary for training and inference within AI modelsIt follows that advancements in AI cannot evade the necessity for robust computational infrastructures, where big data, cloud computing, and semiconductors play a central role.

In examining past technological market trends, it’s clear that these patterns typically reflect prevailing industry trajectoriesHistorical data highlights a tendency for capital to disregard conventional market highs amidst promising industry prospects, pushing investors to rotate their portfolios actively and redistributing capital from various sectorsThis year, robotics applications are predicted to witness significant momentum in their industrial evolutionLast year alone marked a paradigm shift, as China's humanoid robot manufacturing saw output soar beyond 2,000 unitsCurrent trends suggest that over 30 companies worldwide are expected to enter the commercial production phase of humanoid robotsIt’s reminiscent of the explosive growth witnessed in the new energy vehicle sector just a few years ago—an industry that had long been maturing into the mainstream.