AI产业链倒车接人，AI小宽基人工智能ETF(515980)获资金踊跃布局，机构：看好人工智能长期趋势，下半年预计环比有积极增长

Core Viewpoint - The A-share market is experiencing a downturn, particularly in the semiconductor and AI sectors, with expectations for a rebound towards the end of the year and into next year as the Federal Reserve is anticipated to lower interest rates and AI applications develop further [1][4]. Market Performance - As of September 4, 2025, the CSI Artificial Intelligence Industry Index (931071) fell by 7.66%, with mixed performance among constituent stocks [1]. - The AI ETF (515980) has seen a year-to-date increase of 71.81% as of September 3, 2025 [1]. - The AI ETF recorded a turnover rate of 14.05% and a trading volume of 955 million yuan, indicating active market participation [3]. Fund Flows and Liquidity - The AI ETF has a current scale of 7.122 billion yuan, with net inflows in 4 out of the last 5 trading days, totaling 1.327 billion yuan [3]. - The average daily trading volume for the AI ETF over the past week was 1.172 billion yuan [3]. Policy and Industry Trends - Local governments are responding to the "Artificial Intelligence +" initiative, with Shanghai launching projects to enhance AI capabilities [3]. - The AI industry chain is expected to remain a primary focus, with significant updates from leading AI model companies anticipated in the third quarter [4]. Stock Performance - Notable declines in stock prices include Zhongji Xuchuang (-10.13%), Xinyi Sheng (-12.41%), and Hanwha Technology (-13.18%) [6]. - The CSI Artificial Intelligence Industry Index has achieved a return of 72.91% since the beginning of 2025, outperforming other AI indices [7]. Investment Opportunities - The upgraded index for the AI ETF now includes more frequent adjustments to capture the latest AI-enabled companies and trends, enhancing its performance [6][7]. - Investors can consider the HuaFu AI ETF linked funds to capitalize on the ongoing technology-driven investment opportunities in the AI sector [7].