人工智能主线回归，高“光”159363领涨3.7%，港股AI强势突破，513770蓄力新高，把握AI+行情扩散

Core Viewpoint - The A-share market experienced a slight rebound with all three major indices rising, particularly the ChiNext Index which led with an increase of over 1% [1] Group 1: Market Performance - The Shanghai Composite Index rose by 0.13% to close at 3812.22 points, while the total market turnover narrowly held above 2 trillion yuan, marking a recent low [1] - The ChiNext Index saw a strong performance, driven by a structural market rally, particularly in the artificial intelligence sector [2][3] Group 2: Sector Highlights - The artificial intelligence sector made a notable comeback, with the ChiNext Artificial Intelligence ETF (159363) surging by 3.67%, driven by strong performance in component stocks like Xichuang Data, which rose over 11% to reach a historical high [3][4] - The electronic ETF (515260) also saw gains of 3.06%, attributed to the anticipation surrounding Apple's product launches and the overall positive sentiment in the electronics sector [4][8] Group 3: Investment Opportunities - Analysts suggest that the AI market is expected to expand downstream, benefiting internet platforms with strong social scenarios and ecosystems [3][18] - The ChiNext Artificial Intelligence Index has increased by over 71% year-to-date, outperforming other AI indices, indicating strong demand and investment opportunities in the AI computing hardware sector [6][7] Group 4: International Influences - The anticipated interest rate cuts by the Federal Reserve are expected to support the Hong Kong tech sector, with a focus on high-growth and high-elasticity stocks [17][19] - Recent developments in the U.S. cloud infrastructure market, including Oracle's projected revenue growth, are likely to positively impact the AI computing sector [4][6]