ETF今日收评 | 通信设备ETF涨超6%，科创芯片、科创人工智能相关ETF涨超3%

Market Overview - The market experienced a pullback today, with all three major indices closing lower. The non-ferrous metals sector showed active performance, while the storage chip sector rose against the trend. Innovative drug concept stocks saw localized gains. Conversely, large financials and liquor sectors collectively declined [1]. ETF Performance - The communication equipment ETF rose over 6%, while the technology innovation chip and AI-related ETFs increased by more than 3%. Other ETFs in the mining sector also showed positive performance, with several ETFs recording gains between 3% to 3.8% [1][2]. AI Industry Trends - Analysts indicate that AI has formed a global industrial trend and is expected to become a core theme in the technology sector during the bull market. Domestic computing power is bringing new narratives and valuation logic to the semiconductor sector, which represents the highest level of industrial manufacturing in China and is likely to become an important track for the revaluation of quality assets in the A-share market [3]. Downward Trends - Some ETFs related to communication and the entrepreneurial board AI sector fell by over 2%. Specific ETFs, such as the communication ETF and various entrepreneurial AI ETFs, reported declines ranging from 2.09% to 2.74% [4]. AI Investment Outlook - As downstream applications of AI continue to materialize, the industry is expected to transition from conceptual and thematic investments to a phase of economic prosperity. The focus has shifted from whether technology can be realized to whether companies can achieve profitability. Investment decisions are increasingly emphasizing the progress of technological commercialization, corporate profitability, and overall industry prosperity, with upward profit expectations in the AI sector presenting good investment value [6].