Mei Ri Jing Ji Xin Wen·2025-09-04 04:39Group 1 - The technology sector opened high but quickly declined, with significant drops in CPO, telecommunications, and artificial intelligence sectors. The AI ETF (515070) fell over 6% before rebounding to a decline of less than 4% [1] - Continuous capital inflow into the artificial intelligence sector has been observed, with over 2 billion yuan added in the last 12 days [1] - Major investment focus is expected to remain on the AI industry chain, supported by macro trends encouraging the integration of AI with technology, industry, and social governance [1] Group 2 - The third quarter is entering a period of intensive updates and iterations from leading domestic and international large model companies, with ongoing progress in AI applications [1] - Companies in the AI sector have begun disclosing positive advancements in AI applications, with expectations for significant growth in the second half of the year [1] - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies providing technology, foundational resources, and applications in the AI industry chain [1]