Group 1 - The A-share market opened with a mixed performance, with sectors such as gaming, new energy, pharmaceuticals, and gold showing positive results, while the technology sector experienced adjustments [1] - The AI ETF (515070) saw a significant increase, with holdings in companies like Unisplendour rising over 10%, and other companies such as Zhongke Chuangda, Junsheng Electronics, and GigaDevice also performing well [1] - The AI ETF's fund size has surpassed 9 billion yuan, with continuous capital inflow for 11 consecutive days [1] Group 2 - CITIC Securities emphasizes that the core of global technological competition lies in computing power, highlighting the urgent need for China to build a self-controlled computing power foundation for its AI industry [1] - The development of the domestic computing power industry chain is considered one of the most certain long-term trends, supported by national policies and investments [1] - The AI ETF tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and applications for AI, focusing on the midstream and upstream of the AI industry chain [1]
连续11日获资金加仓,人工智能AIETF(515070)持仓股紫光股份大涨超10%