连续两日获资金净流入，创业板ETF天弘（159977）涨超2.6%，昆仑万维涨超15%

Group 1 - The ChiNext Index is experiencing upward fluctuations, with strong performance in AI agents, chips, and fintech sectors [1] - The Tianhong ChiNext ETF (159977) increased by 2.64%, with a trading volume exceeding 410 million yuan, and has seen a net inflow of over 26 million yuan in the last two days [1] - The top ten weighted stocks in the ChiNext Index include Ningde Times, Oriental Fortune, and Mindray Medical, reflecting the growth potential of high-tech enterprises [1] Group 2 - The current era is characterized as the AI era, marking the fourth industrial revolution, which is driven by the demand for computing power [2] - Long-term investment opportunities are identified in advanced semiconductor equipment, materials, manufacturing, and packaging, which are crucial for the future development of semiconductors [2] - The release of DeepSeek V3.1 supports FP8 precision and upcoming domestic chips, indicating a boost in the domestic computing power ecosystem [2]