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As of May 16 at 10:25pinballtilt, China Securities Cloud Computing and Big Data Theme Index rose by 1%pinballtilt.2%, the CSI Artificial Intelligence Theme Index and the CSI Software Service Index each rose 0.6%. On May 16, the CSI Cloud Computing and Big Data Theme Index performed well, rising 1.2%, while the CSI Artificial Intelligence Theme Index and the CSI Software Service Index also rose slightly by 0.6%. The GPT-4o model recently launched by OpenAI has a conversation speed close to human level and can be interrupted or continued at any time during the conversation, greatly improving the user experience. At its annual developer conference, Google officially announced the latest Gemini model, which has the ability to process and analyze massive amounts of data, marking a major progress made by Google in the field of intelligent computing. Guangfa Securities said that the advent of the GPT-4o model has broken many limitations of previous large models in human-computer interaction, significantly improved the usability of large models, and brought more possibilities to artificial intelligence applications. At the same time, further cost reductions may accelerate the vigorous development of AI applications. At present, the allocation value of artificial intelligence-related indices is receiving keen attention from the market. The CSI Artificial Intelligence Theme Index pays special attention to leading enterprises in all aspects of the artificial intelligence industry chain; the CSI Cloud Computing and Big Data Theme Index is mainly concentrated in the middle reaches of the artificial intelligence industry chain, especially in the computer and communications industries; while the CSI Software Service Index focuses more on the large model in the middle reaches of the industrial chain and the downstream development of software applications. For investors who want to deploy in the industry chain, products such as Artificial Intelligence ETF (159819), Cloud Computing ETF (516510) and Software 30ETF (562930) are good choices.