Artificial Intelligence ETF (159819): Microsoft releases a major update, and the pace of AI commercialization exceeds expectations

Microsoft releases its blockbuster product AI Copilot, which will be directly embedded into the operating system as part of a free Windows 11 update. At the same time, Microsoft also announced that the Microsoft 365 Copilot AI assistant will be launched to enterprise customers starting on November 1, priced at US$30 per user per month. Microsoft's AI commercialization pace exceeded market expectations, and the sector surged after the news was released. Artificial Intelligence ETF (code: 159819, feeder fund A/C: 012733/012734) is a one-click investment target for the artificial intelligence sector.

"Welfare" for workers is here, Microsoft 365 Copilot is about to be launched. On September 21, Microsoft announced that its Microsoft 365 Copilot Enterprise Edition will be generally available on November 1. Microsoft 365 Copilot can help users with tasks such as summarizing documents or writing emails. It can create new Word documents or provide real-time highlights of Teams meetings, provide visual data or make predictions, and even tell users how to perform certain operations in Excel. . In terms of product pricing, consistent with the news announced in July, Microsoft 365 Copilot will cost $30 per user per month for Microsoft 365 E3, E5, Business Standard, and Business Premium subscribers. The launch of Microsoft 365 Copilot shows that overseas AI commercialization is accelerating in an all-round way, which is of great significance.

AI Copilot will also be launched soon as part of a free Windows 11 update. In addition to the office suite, Microsoft has also released a major update, adding AI Copilot directly to the Windows operating system. AI Copilot will uniquely integrate the network environment with the user's work data and what they are currently doing on their PC to provide better help and a simple, seamless AI assistant experience. As an intelligent assistant, Copilot can complete collaborative operations across applications and implement comprehensive generative AI functions such as text and image generation to comprehensively improve user experience.

In the context of the "Battle of Hundreds of Models", AI applications with good scenarios will "stand out from the crowd." Compared with overseas AI applications that have been fully commercialized, domestic AI is still at a stage where models have big PK, but high-quality AI applications have not yet emerged. However, whether from the perspective of AI empowering social production or opening up the AI ​​market space, AI applications are the core variables. AI applications with actual implementation scenarios will "stand out from the crowd." Judging from the market rhythm of the AI ​​sector, the country is still in the product-driven upward stage, and the implementation of high-quality AI applications may drive the sector into an upward range.

In the short to medium term, as the pace of overseas Microsoft AI commercialization accelerates, the AI ​​market sentiment is improving marginally; in the medium to long term, domestic high-quality AI applications are expected to be released, which may drive the sector upward. Artificial Intelligence ETF (code: 159819, feeder fund A/C: 012733/012734) closely tracks the CSI Artificial Intelligence Theme Index.

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