Group 1 - The core viewpoint highlights the strong performance of the AI sector, with the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index rising by 1.83% and the corresponding ETF increasing by 1.73%, indicating active market trading [1] - Over the past week, the Sci-Tech Innovation AI ETF has seen a significant growth of 1.66 billion yuan in scale and an increase of 1.06 million shares, reflecting robust investor interest [1] - In terms of capital inflow, the Sci-Tech Innovation AI ETF recorded net inflows for 4 out of the last 5 trading days, totaling 1.41 billion yuan [1] Group 2 - China Galaxy Securities recommends focusing on the main track of artificial intelligence, emphasizing three key lines: 1) Core components such as domestic computing power, high-end chips, and foundational large models; 2) Leading companies in overseas infrastructure and subscription models; 3) AI application leaders in high-paying scenarios like AI+ office, AI+ finance, and intelligent connected vehicles [2] - The Sci-Tech Innovation AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, which selects 30 large-cap companies providing foundational resources, technology, and application support for AI [2] - The management fee for the Sci-Tech Innovation AI ETF is 0.50% per year, and the custody fee is 0.10% per year, both of which are relatively low compared to similar products in the industry [2]
科创人工智能ETF(588730)交投活跃，近1周新增规模、新增份额均超1亿，微软与Meta业绩均超预期，AI驱动或成关键推力