午后市场大变脸，人工智能AIETF（515070）持仓股中际旭创下跌超2%

Group 1 - The A-share market experienced a decline in the afternoon, with a noticeable pullback in the artificial intelligence sector and a rapid increase in trading volume [1] - The AI ETF (515070) saw a drop of over 1% during the session, with trading volume exceeding 70 million [1] - Citic Securities predicts that 2025 may become a pivotal year for AI application implementation, with AIAgent application scenarios expected to see rapid growth [1] Group 2 - Management software is identified as one of the best scenarios for AIAgent implementation, with traditional industry leaders having significant advantages due to long-term industry accumulation [1] - New catalysts are anticipated from short-term product value logic validation and industrial technology transformation, with AI application revenue expected to reflect in company performance starting from Q4 [1] - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks within the AI industry chain [1] Group 3 - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Cambricon, Hikvision, Zhongji Xuchuang, and others [1]