Group 1 - The AI sector is experiencing a slight adjustment, with the 5G Communication ETF (515050) seeing continuous net inflows for five consecutive trading days, accumulating nearly 370 million yuan in the last 20 days [1] - The 5G Communication ETF (515050) has attracted a total of 170 million yuan in net inflows over the past five trading days, indicating strong investor interest [1] - The recent listing of the AI-focused ChiNext ETF (159381) on March 24 has also drawn attention, with an inflow of 1.89 million yuan on its first day [1] Group 2 - Canalys reports that cloud infrastructure service spending in mainland China is projected to reach 11.1 billion dollars in Q4 2024, reflecting a year-on-year growth of 14% [2] - Total cloud service spending in 2024 is expected to grow from 35.3 billion dollars in 2023 to 40 billion dollars, marking a 13% annual increase [2] - The rapid application of AI models is driving significant demand for cloud services, prompting leading companies to increase capital investments to modernize AI infrastructure [2] - Canalys forecasts that the growth rate of the cloud infrastructure service market in mainland China will accelerate to 15% in 2025 [2]
AI板块调整蓄力，5G通信ETF(515050)连续5个交易日获得资金净流入！近20日吸金近3.7亿元
Jie Mian Xin Wen·2025-03-26 07:14