AI倒车接人？人工智能AIETF（515070）开盘下跌超2%

Group 1 - The AI sector opened significantly lower today, with the AI ETF (515070) dropping over 2%, and key holdings such as SMIC down over 8% and Cambricon down over 4% [1] - The AI ETF has seen continuous capital inflow over the past five days, accumulating over 400 million yuan [1] - The decline in the A-share technology sector is attributed to the adjustment in the US stock market, with notable drops in optical modules, chips, and communications [1] Group 2 - From a medium to long-term perspective, it is suggested to focus on the new technology cycle, the progress of societal intelligence, and the domestic substitution cycle in relevant industrial chains [2] - Key areas of interest include the continuous iteration of large models, the improvement of computing infrastructure and AI ecosystem, and the implementation of AI business models [2] - The trend towards carbon neutrality and the increase in penetration rates of electric smart vehicles are also highlighted as significant factors [2] Group 3 - For investing in the AI industry chain, the highest CPO content and lowest fee rate is found in the ChiNext AI ETF (159381), which includes key stocks like Xinyisheng and Zhongji Xuchuang [3] - The AI ETF (515070) covers the entire AI industry chain, including AI chips, computing infrastructure, and algorithm applications [3] - The Sci-Tech Innovation AI ETF (589010) encompasses AI chips and applications, featuring companies like Cambricon and Kingsoft [3]