近3日累计“吸金”超10亿元，科创芯片ETF（588200）小幅回调，机构：关注科技中拥挤度相对低位的AI算力芯片等

Group 1 - The core viewpoint highlights the active trading and recent capital inflow into the Kexin Chip ETF (588200), which has seen over 1 billion yuan in net inflows in the last three trading days, indicating strong investor interest in semiconductor-related stocks [1] - The Kexin Chip ETF tracks the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, which includes companies involved in semiconductor materials, equipment, design, manufacturing, packaging, and testing [1] - Notable stocks within the ETF include Ruichuang Micro-Nano, which rose over 2%, and several others like Nanchip Technology and GeKewi, which also showed significant gains [1] Group 2 - Dongwu Securities suggests that the electronic sector is experiencing a rebound, with a focus on AI hardware and the autonomous controllability logic, anticipating various forms of AI hardware to be launched by 2025 [2] - Huatai Securities notes that the market may remain stable with a balance of upward and downward pressures, advising attention to upcoming events like the Lujiazui Forum and FOMC meeting for market direction [2] - The report emphasizes the importance of focusing on low-crowded technology sectors such as AI computing chips, storage chips, optical fibers, and intelligent driving, while also considering core assets represented by A50, consumption, and finance for mid-term investment [2]