截至10:15，中证人工智能主题指数上涨1.2%，成份股中，新易盛、光迅科技涨超6%，中际旭创涨超4%。4月16日，阿里推出开放式世界模型Happy Oyster，基于原生多模态架构，支持实时构建可互动、可演绎的AI数字世界，可应用于影视制作、游戏开发等场景。同一天，腾讯正式发布并开源混元3D世界模型2.0，能够根据文字、图片、视频等输入自动生成、重建和模拟3D世界，支持多格式3D资产导出，可与Unity、UE等主流游戏引擎无缝对接。世界模型的出现意味着AI竞争正从文本对话升级到构建空间、模拟现实的更高维度。此前市场更多关注大模型参数提升和算力投入，而近期的新变化在于AI正从“能力升级”走向“场景扩容”，AI的变现路径正在拓宽。中证人工智能主题指数覆盖AI产业链上游芯片硬件、中游算力基础设施及下游应用等核心环节，能够较好承接AI从模型升级到场景落地的全链条机会。人工智能ETF易方达(159819)规模超230亿元，位居同类产品第一，管理费率仅0.15%/年，助力投资者低成本布局AI产业“场景扩容”机会。
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