AI硬件板块昨日再度走强，科创人工智能ETF（588730）等产品获资金关注

Core Viewpoint - The A-share market experienced a collective rise in the three major indices, with a total market turnover of approximately 3 trillion yuan, driven by technology sectors such as copper cables, CPO, photolithography machines, satellite communications, and semiconductors [1] Group 1: Market Performance - The Hang Seng Technology Index-related ETFs saw a net inflow of nearly 2 billion yuan, ranking first in the entire market, with the E Fund Hang Seng Technology ETF (513010) attracting over 350 million yuan in a single day [1] - The Sci-Tech Innovation Artificial Intelligence ETF (588730) and other ETFs tracking the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index collectively attracted over 1.5 billion yuan [1] - The Double Innovation sector-related broad-based indices experienced outflows, with the Sci-Tech Innovation Board 50 Index and the ChiNext Index-related products seeing significant losses [1] Group 2: Investment Insights - Huatai Securities indicated that improvements in domestic fundamentals, domestic liquidity, and overseas liquidity are the three key pillars for the market to enter an upward trend, with all three factors currently showing positive changes [1] - The transition from quantitative to qualitative changes requires time, and a fully prepared momentum is necessary for the market to advance further [1] - Strategic allocation focuses on AI chains, innovative pharmaceuticals, military industry, and large financial sectors, with an internal strategy of moderately high cutting and low [1]